TAM

Troy Asset Management Portfolio holdings

AUM $3.69B
1-Year Est. Return 24.14%
This Quarter Est. Return
1 Year Est. Return
+24.14%
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 +$3.37M
2 +$42K

Top Sells

1 +$40.9M
2 +$39.5M
3 +$22.1M
4
MO icon
Altria Group
MO
+$2.53M
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