TIAM2

Tru Independence Asset Management 2 Portfolio holdings

AUM $152M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
426
$1K ﹤0.01%
+12
427
$1K ﹤0.01%
+46
428
$1K ﹤0.01%
+19
429
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+5
430
$1K ﹤0.01%
+25
431
$1K ﹤0.01%
+33
432
$1K ﹤0.01%
+16
433
$1K ﹤0.01%
+14
434
$1K ﹤0.01%
+25
435
$1K ﹤0.01%
+2
436
$0 ﹤0.01%
+1
437
$0 ﹤0.01%
+8
438
$0 ﹤0.01%
+41
439
$0 ﹤0.01%
+5
440
$0 ﹤0.01%
+2
441
$0 ﹤0.01%
+2
442
$0 ﹤0.01%
+9