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
601
$8K ﹤0.01%
+63
602
$8K ﹤0.01%
+200
603
$8K ﹤0.01%
+630
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605
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606
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607
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+600
608
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609
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610
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611
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612
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620
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+400
621
$7K ﹤0.01%
+520
622
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+600
623
$7K ﹤0.01%
+100
624
$7K ﹤0.01%
+807
625
$7K ﹤0.01%
+330