TAM

Troy Asset Management Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$72.1M
3
+$40.4M
4
KO icon
Coca-Cola
KO
+$1.34M
5
CL icon
Colgate-Palmolive
CL
+$81.4K

Top Sells

1
+$15M
2
+$4.87M
3
+$4.42K

Sector Composition

1 Consumer Staples 66.17%
2 Technology 10.83%
3 Financials 10.37%
4 Communication Services 3.25%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23K ﹤0.01%
250
27
$14K ﹤0.01%
117
1
2