We are live on ! Find out more
TIAM2

Tru Independence Asset Management 2 Portfolio holdings

AUM $163M
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$5.1M
3
+$4.53M
4
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
+$3.89M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.75M

Top Sells

1
+$4.37M
2
+$4.33M
3
+$2.66M
4
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$2.23M
5
ARKK icon
ARK Innovation ETF
ARKK
+$2.08M

Sector Composition

1 Technology 16.27%
2 Consumer Discretionary 4.85%
3 Healthcare 4.32%
4 Industrials 4.06%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-55
227
– –
-18
228
– –
-5
229
– –
-793
230
– –
-1,000
231
– –
-35,880
232
– –
-818
233
– –
-2
234
– –
-285
235
– –
-275
236
– –
-520
237
– –
-5,159
238
– –
-165
239
– –
-100
240
– –
-910
241
– –
-842
242
– –
-150
243
– –
-200
244
– –
-2,717
245
– –
-2,283
246
– –
-1,092
247
– –
-1,160
248
– –
-1,220
249
– –
-99
250
– –
-437
8 9
10
11 12