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
$1.68B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$42.5K

Top Sells

1 +$39.6M
2 +$38.9M
3 +$21M
4
MO icon
Altria Group
MO
+$2.52M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$40K

Sector Composition

1 Consumer Staples 64.98%
2 Technology 11.99%
3 Communication Services 3.07%
4 Healthcare 1.44%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$42K ﹤0.01%
+576
27
$17K ﹤0.01%
117
28
-576