TI

tru Independence Portfolio holdings

AUM $385M
1-Year Est. Return 16.65%
This Quarter Est. Return
1 Year Est. Return
+16.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.1M
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$4.92M
3 +$4.7M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$3.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.7M

Sector Composition

1 Healthcare 1.65%
2 Materials 1.48%
3 Energy 0.9%
4 Financials 0.75%
5 Technology 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$37 ﹤0.01%
+2,450
402
$37 ﹤0.01%
+2,313
403
$37 ﹤0.01%
+591
404
$36 ﹤0.01%
+795
405
$36 ﹤0.01%
103
+3
406
$36 ﹤0.01%
+700
407
$34 ﹤0.01%
278
+12
408
$33 ﹤0.01%
1,020
409
$33 ﹤0.01%
468
+268
410
$32 ﹤0.01%
1,450
411
$32 ﹤0.01%
+94
412
$31 ﹤0.01%
+416
413
$30 ﹤0.01%
139
+6
414
$29 ﹤0.01%
+210
415
$28 ﹤0.01%
+919
416
$28 ﹤0.01%
308
+249
417
$27 ﹤0.01%
895
418
$26 ﹤0.01%
+353
419
$26 ﹤0.01%
+855
420
$26 ﹤0.01%
640
421
$25 ﹤0.01%
455
422
$24 ﹤0.01%
+282
423
$24 ﹤0.01%
1,220
424
$24 ﹤0.01%
395
425
$24 ﹤0.01%
357
+21