TIAM2
Tru Independence Asset Management 2 Portfolio holdings
AUM
$146M
This Quarter Return
+17.41%
1 Year Return
+12.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.5M
AUM Growth
–
Cap. Flow
+$99.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.32%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$7.85M |
| 2 |
NVIDIA
NVDA
|
$7.29M |
| 3 |
Amazon
AMZN
|
$5.06M |
| 4 |
Apple
AAPL
|
$3.86M |
| 5 |
Thermo Fisher Scientific
TMO
|
$3.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.59% |
| 2 | Healthcare | 13.71% |
| 3 | Consumer Discretionary | 10.79% |
| 4 | Communication Services | 6.3% |
| 5 | Financials | 5.35% |
