TI
tru Independence Portfolio holdings
AUM
$346M
This Quarter Return
+5.16%
1 Year Return
+13.72%
3 Year Return
+42.26%
5 Year Return
+64.25%
10 Year Return
–
AUM
$55.1M
AUM Growth
+$55.1M
(-84%)
Cap. Flow
-$55.7M
Cap. Flow
% of AUM
-101.13%
Top 10 Holdings %
Top 10 Hldgs %
64.29%
Holding
849
New
537
Increased
143
Reduced
58
Closed
74
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$10.8M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$4.92M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.7M |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$3.91M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.7M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.8M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.58M |
| 3 |
Schwab International Equity ETF
SCHF
|
$6.99M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$6.71M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$6.55M |
Sector Composition
| 1 | Healthcare | 1.65% |
| 2 | Materials | 1.48% |
| 3 | Energy | 0.9% |
| 4 | Financials | 0.75% |
| 5 | Technology | 0.7% |
