TIAM2
Tru Independence Asset Management 2 Portfolio holdings
AUM
$146M
1-Year Return
12.21%
This Quarter Return
-0.61%
1 Year Return
+12.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$13.6M
(+11%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
11.2%
Top 10 Holdings %
Top 10 Hldgs %
45.82%
Holding
98
New
18
Increased
31
Reduced
26
Closed
8
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.04M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.89M |
| 3 |
Dimensional Global Credit ETF
DGCB
|
$2.26M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.23M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.83M |
Top Sells
Sector Composition
| 1 | Financials | 4.66% |
| 2 | Technology | 4.35% |
| 3 | Consumer Discretionary | 2.7% |
| 4 | Communication Services | 2.57% |
| 5 | Energy | 0.8% |
