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
376
$4K ﹤0.01%
+98
377
$4K ﹤0.01%
+19
378
$4K ﹤0.01%
+82
379
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+50
380
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382
$4K ﹤0.01%
+150
383
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+64
384
$3K ﹤0.01%
+110
385
$3K ﹤0.01%
+25
386
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+14
387
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388
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390
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391
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+20
392
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+2
396
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+61
397
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+8
398
$2K ﹤0.01%
+34
399
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+34
400
$2K ﹤0.01%
+43