TIAM2
Tru Independence Asset Management 2 Portfolio holdings
AUM
$146M
1-Year Return
12.21%
This Quarter Return
+13.58%
1 Year Return
+12.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.2%
Holding
442
New
442
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.36M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$4.77M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.71M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.57M |
| 5 |
Apple
AAPL
|
$4.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.63% |
| 2 | Healthcare | 5.97% |
| 3 | Consumer Discretionary | 5.43% |
| 4 | Industrials | 4.16% |
| 5 | Communication Services | 4.06% |
