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
$162M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$1.03M
3 +$748K
4
CL icon
Colgate-Palmolive
CL
+$653K
5
MET icon
MetLife
MET
+$642K

Sector Composition

1 Technology 18.14%
2 Financials 8.7%
3 Healthcare 7.65%
4 Consumer Discretionary 6.85%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,430
127
-1,637