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
$1.88B
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.57M
3 +$1.08M
4
AXP icon
American Express
AXP
+$1.06M
5
NWSA icon
News Corp Class A
NWSA
+$751K

Top Sells

1 +$95.8M
2 +$845K

Sector Composition

1 Consumer Staples 63.5%
2 Technology 10.07%
3 Financials 9.12%
4 Healthcare 6.87%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$751K 0.04%
+66,212
27
$749K 0.04%
8,000
28
$50K ﹤0.01%
576
29
$17K ﹤0.01%
117
30
-449
31
-66,212