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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
+13.58%
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
+$113M
Cap. Flow %
95.3%
Top 10 Hldgs %
36.2%
Holding
442
New
442
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$967B
$7.36M 6.2%
+21,409
New +$6.98M
USIG icon
2
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$4.77M 4.02%
+76,932
New +$4.71M
BIV icon
3
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$4.71M 3.97%
+50,768
New +$4.73M
IGSB icon
4
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$4.57M 3.85%
+82,906
New +$4.56M
AAPL icon
5
Apple
AAPL
$4.96T
$4.32M 3.64%
+32,566
New +$3.92M
XLG icon
6
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$4.13M 3.48%
+144,710
New +$3.94M
BSV icon
7
Vanguard Short-Term Bond ETF
BSV
$44.7B
$3.93M 3.31%
+47,380
New +$3.93M
AMZN icon
8
Amazon
AMZN
$2.46T
$3.65M 3.08%
+22,420
New +$3.58M
MSFT icon
9
Microsoft
MSFT
$2.94T
$2.85M 2.4%
+12,803
New +$2.75M
IGPT icon
10
Invesco AI and Next Gen Software ETF
IGPT
$1.11B
$2.69M 2.26%
+52,416
New +$2.41M
GLD icon
11
SPDR Gold Trust
GLD
$131B
$2.66M 2.24%
+14,897
New +$2.62M
PAYX icon
12
Paychex
PAYX
$42.3B
$2.6M 2.19%
+27,889
New +$2.48M
ARKK icon
13
ARK Innovation ETF
ARKK
$5.62B
$2.51M 2.11%
+20,154
New +$2.18M
EEM icon
14
iShares MSCI Emerging Markets ETF
EEM
$27.9B
$2.47M 2.08%
+47,809
New +$2.3M
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$2.37M 2%
+20,919
New +$2.28M
XLI icon
16
State Street Industrial Select Sector SPDR ETF
XLI
$33.1B
$2.19M 1.85%
+24,747
New +$2.09M
VB icon
17
Vanguard Small-Cap ETF
VB
$79.7B
$2.15M 1.81%
+11,063
New +$1.95M
XLY icon
18
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
$2.13M 1.8%
+26,536
New +$2.05M
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$780B
$2M 1.69%
+5,356
New +$1.9M
VBK icon
20
Vanguard Small-Cap Growth ETF
VBK
$23B
$1.5M 1.26%
+5,596
New +$1.35M
AVGO icon
21
Broadcom
AVGO
$1.8T
$1.19M 1%
+27,090
New +$1.06M
BSTZ icon
22
BlackRock Science and Technology Term Trust
BSTZ
$1.89B
$1.18M 1%
+32,542
New +$1M
BME icon
23
BlackRock Health Sciences Trust
BME
$566M
$1.17M 0.99%
+40,961
New +$1.86M
CRWD icon
24
CrowdStrike
CRWD
$183B
$1.13M 0.95%
+21,248
New +$828K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$868B
$1.06M 0.89%
+2,820
New +$1M

Similar funds

Tru Independence Asset Management 2's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Tru Independence Asset Management 2, which disclosed 442 positions worth $119M. Its ten largest holdings account for 36% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 21,409 shares worth $7.36M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Healthcare and Consumer Discretionary.

  • Tru Independence Asset Management 2's largest Q4 2020 buy was Vanguard S&P 500 ETF: 21,409 shares worth $7.36M.
  • Tru Independence Asset Management 2's ten largest holdings make up 36% of its $119M portfolio in Q4 2020.
  • Tru Independence Asset Management 2 disclosed 442 positions in Q4 2020, its first 13F filing on record.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2020, filed 9 Mar 2021.