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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
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$4.73M
3
+$4.71M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.56M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.94M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K 0.01%
+96
327
$9K 0.01%
+250
328
$9K 0.01%
+285
329
$9K 0.01%
+18
330
$9K 0.01%
+151
331
$9K 0.01%
+36
332
$9K 0.01%
+167
333
$8K 0.01%
+23
334
$8K 0.01%
+65
335
$8K 0.01%
+94
336
$8K 0.01%
+850
337
$7K 0.01%
+19
338
$7K 0.01%
+500
339
$7K 0.01%
+49
340
$7K 0.01%
+58
341
$7K 0.01%
+18
342
$7K 0.01%
+88
343
$7K 0.01%
+122
344
$7K 0.01%
+50
345
$7K 0.01%
+51
346
$6K 0.01%
+112
347
$6K 0.01%
+61
348
$6K 0.01%
+29
349
$6K 0.01%
+54
350
$6K 0.01%
+42
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