TIAM2

Tru Independence Asset Management 2 Portfolio holdings

AUM $146M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
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 +$7.36M
2 +$4.77M
3 +$4.71M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.57M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K 0.01%
+125
352
$6K 0.01%
+333
353
$6K 0.01%
+50
354
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+100
355
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+45
356
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+29
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+54
358
$5K ﹤0.01%
+33
359
$5K ﹤0.01%
+130
360
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+65
361
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+50
362
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+170
363
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+30
364
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365
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366
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367
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+130
368
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+34
369
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+69
370
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+285
371
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+165
372
$5K ﹤0.01%
+300
373
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+16
374
$5K ﹤0.01%
+100
375
$4K ﹤0.01%
+15