TC
Trilogy Capital Portfolio holdings
AUM
$2.16B
1-Year Est. Return
11.1%
1 Year Est. Return
+11.1%
AUM
$743M
AUM Growth
-$64.7M
(-8%)
Holding
662
Top Buys
| 1 | +$12.8M | |
| 2 | +$8.93M | |
| 3 | +$7.75M | |
| 4 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
+$7.53M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$5.18M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$11.1M | |
| 3 | +$4.12M | |
| 4 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$4.07M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$2.57M |
Sector Composition
| 1 | Utilities | 1.42% |
| 2 | Consumer Staples | 1% |
| 3 | Healthcare | 0.65% |
| 4 | Technology | 0.53% |
| 5 | Financials | 0.47% |