TRIA

Trail Ridge Investment Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.97%
2 Financials 11.98%
3 Consumer Discretionary 8.62%
4 Healthcare 8.59%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$233K 0.14%
+4,703
127
$233K 0.14%
+843
128
$228K 0.14%
+3,110
129
$227K 0.14%
+4,501
130
$214K 0.13%
+4,629
131
$211K 0.13%
+2,370
132
$210K 0.13%
+1,750
133
$208K 0.12%
+1,827
134
$207K 0.12%
+4,644
135
$202K 0.12%
+1,456