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
$695M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1 +$49.3M
2 +$14.3M
3 +$12.8M
4
AAPL icon
Apple
AAPL
+$12.6M
5
KR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
+1,000
577
$9K ﹤0.01%
+32
578
$9K ﹤0.01%
+100
579
$9K ﹤0.01%
+215
580
$9K ﹤0.01%
+109
581
$9K ﹤0.01%
+150
582
$9K ﹤0.01%
+300
583
$9K ﹤0.01%
+282
584
$9K ﹤0.01%
+192
585
$9K ﹤0.01%
+200
586
$8K ﹤0.01%
+100
587
$8K ﹤0.01%
+180
588
$8K ﹤0.01%
+345
589
$8K ﹤0.01%
+154
590
$8K ﹤0.01%
+134
591
$8K ﹤0.01%
+31
592
$8K ﹤0.01%
+165
593
$8K ﹤0.01%
+356
594
$8K ﹤0.01%
+32
595
$8K ﹤0.01%
+100
596
$8K ﹤0.01%
+650
597
$8K ﹤0.01%
+220
598
$8K ﹤0.01%
+132
599
$8K ﹤0.01%
+444
600
$8K ﹤0.01%
+655