TI

tru Independence Portfolio holdings

AUM $202M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
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 +$61.9M
2 +$40.3M
3 +$36.7M
4
DTE icon
DTE Energy
DTE
+$18.1M
5
GM icon
General Motors
GM
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.84%
2 Technology 10.24%
3 Industrials 8.78%
4 Financials 8.55%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$6K ﹤0.01%
+66
627
$6K ﹤0.01%
+1,382
628
$6K ﹤0.01%
+238
629
$6K ﹤0.01%
+2,450
630
$6K ﹤0.01%
+500
631
$6K ﹤0.01%
+366
632
$6K ﹤0.01%
+200
633
$6K ﹤0.01%
+281
634
$6K ﹤0.01%
+102
635
$6K ﹤0.01%
+300
636
$6K ﹤0.01%
+244
637
$6K ﹤0.01%
+135
638
$6K ﹤0.01%
+500
639
$6K ﹤0.01%
+110
640
$6K ﹤0.01%
+100
641
$6K ﹤0.01%
+1,000
642
$6K ﹤0.01%
+110
643
$6K ﹤0.01%
+40
644
$6K ﹤0.01%
+1,785
645
$6K ﹤0.01%
+395
646
$6K ﹤0.01%
+800
647
$6K ﹤0.01%
+57
648
$6K ﹤0.01%
+38
649
$6K ﹤0.01%
+200
650
$6K ﹤0.01%
+400