TA

TRB Advisors Portfolio holdings

AUM $427M
1-Year Est. Return 16.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.66M 100%
+1,400,000