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
$145M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$664K
2 +$615K
3 +$390K
4
AMZN icon
Amazon
AMZN
+$306K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$204K

Sector Composition

1 Technology 14.22%
2 Financials 11.14%
3 Healthcare 9.67%
4 Consumer Staples 6.44%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,074