TIAM2
Tru Independence Asset Management 2 Portfolio holdings
AUM
$146M
This Quarter Return
+8.34%
1 Year Return
+12.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+9.3%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
43.41%
Holding
102
New
12
Increased
37
Reduced
24
Closed
12
Top Buys
Top Sells
Sector Composition
| 1 | Communication Services | 4.78% |
| 2 | Financials | 4.5% |
| 3 | Technology | 3.98% |
| 4 | Consumer Discretionary | 3.63% |
| 5 | Energy | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Growth ETF
VUG
$185B
| – | – | -1,902 | Closed | -$796K |
|
102
Vanguard Total International Stock ETF
VXUS
$102B
| – | – | -4,811 | Closed | -$299K |
|