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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
376
$4K ﹤0.01%
+19
377
$4K ﹤0.01%
+55
378
$4K ﹤0.01%
+150
379
$4K ﹤0.01%
+57
380
$4K ﹤0.01%
+15
381
$4K ﹤0.01%
+98
382
$4K ﹤0.01%
+19
383
$4K ﹤0.01%
+82
384
$3K ﹤0.01%
+275
385
$3K ﹤0.01%
+110
386
$3K ﹤0.01%
+25
387
$3K ﹤0.01%
+14
388
$3K ﹤0.01%
+20
389
$3K ﹤0.01%
+28
390
$3K ﹤0.01%
+30
391
$3K ﹤0.01%
+20
392
$3K ﹤0.01%
+35
393
$2K ﹤0.01%
+34
394
$2K ﹤0.01%
+950
395
$2K ﹤0.01%
+13
396
$2K ﹤0.01%
+17
397
$2K ﹤0.01%
+2
398
$2K ﹤0.01%
+61
399
$2K ﹤0.01%
+8
400
$2K ﹤0.01%
+34
14 15
16
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