TA
Trellis Advisors Portfolio holdings
AUM
$219M
1-Year Est. Return
17.82%
This Fund
S&P 500
1 Year Est. Return
+17.82%
AUM
$193M
AUM Growth
+$14.1M
(+7.9%)
Holding
77
Top Buys
| 1 | +$950K | |
| 2 | +$572K | |
| 3 | +$426K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$407K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$340K |
Top Sells
| 1 | +$426K | |
| 2 | +$137K | |
| 3 | +$105K | |
| 4 |
Apple
AAPL
|
+$70.1K |
| 5 |
Amgen
AMGN
|
+$64K |
Sector Composition
| 1 | Technology | 5.96% |
| 2 | Consumer Discretionary | 4.66% |
| 3 | Healthcare | 2.33% |
| 4 | Communication Services | 1.77% |
| 5 | Financials | 1.46% |