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
651
$6K ﹤0.01%
+100
652
$6K ﹤0.01%
+66
653
$6K ﹤0.01%
+1,382
654
$6K ﹤0.01%
+102
655
$6K ﹤0.01%
+110
656
$6K ﹤0.01%
+40
657
$6K ﹤0.01%
+1,785
658
$6K ﹤0.01%
+395
659
$6K ﹤0.01%
+800
660
$6K ﹤0.01%
+57
661
$6K ﹤0.01%
+38
662
$6K ﹤0.01%
+24
663
$5K ﹤0.01%
+67
664
$5K ﹤0.01%
+132
665
$5K ﹤0.01%
+60
666
$5K ﹤0.01%
+100
667
$5K ﹤0.01%
+59
668
$5K ﹤0.01%
+33
669
$5K ﹤0.01%
+171
670
$5K ﹤0.01%
+900
671
$5K ﹤0.01%
+500
672
$5K ﹤0.01%
+150
673
$5K ﹤0.01%
+58
674
$5K ﹤0.01%
+100
675
$5K ﹤0.01%
+500