TI
tru Independence Portfolio holdings
AUM
$346M
1-Year Return
13.72%
This Quarter Return
+8.29%
1 Year Return
+13.72%
3 Year Return
+42.26%
5 Year Return
+64.25%
10 Year Return
–
AUM
$695M
AUM Growth
–
Cap. Flow
+$695M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.88%
Holding
959
New
956
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$49.3M |
| 2 |
Microsoft
MSFT
|
+$14.3M |
| 3 |
AT&T
T
|
+$12.8M |
| 4 |
Apple
AAPL
|
+$12.6M |
| 5 |
Kroger
KR
|
+$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.84% |
| 2 | Technology | 10.24% |
| 3 | Industrials | 8.78% |
| 4 | Financials | 8.56% |
| 5 | Consumer Discretionary | 8.52% |
