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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
401
$2K ﹤0.01%
+43
402
$2K ﹤0.01%
+22
403
$2K ﹤0.01%
+20
404
$2K ﹤0.01%
+44
405
$2K ﹤0.01%
+24
406
$2K ﹤0.01%
+1,000
407
$2K ﹤0.01%
+186
408
$2K ﹤0.01%
+15
409
$2K ﹤0.01%
+150
410
$2K ﹤0.01%
+14
411
$2K ﹤0.01%
+10
412
$2K ﹤0.01%
+16
413
$2K ﹤0.01%
+5
414
$2K ﹤0.01%
+10
415
$2K ﹤0.01%
+9
416
$2K ﹤0.01%
+11
417
$2K ﹤0.01%
+61
418
$1K ﹤0.01%
+220
419
$1K ﹤0.01%
+33
420
$1K ﹤0.01%
+95
421
$1K ﹤0.01%
+12
422
$1K ﹤0.01%
+46
423
$1K ﹤0.01%
+19
424
$1K ﹤0.01%
+5
425
$1K ﹤0.01%
+25
14 15 16
17
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