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
$691K
AUM Growth
+$78.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Sells

1 +$10.7M
2 +$5.39M
3 +$3.32M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.24M
5
ENR icon
Energizer
ENR
+$2.86M

Sector Composition

1 Energy 28.66%
2 Technology 9.15%
3 Healthcare 7.89%
4 Financials 6.09%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6 ﹤0.01%
150
677
$6 ﹤0.01%
+58
678
$6 ﹤0.01%
1,100
+600
679
$6 ﹤0.01%
+400
680
$6 ﹤0.01%
110
681
$6 ﹤0.01%
7,290
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682
$6 ﹤0.01%
30
683
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435
684
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35
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685
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100
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58
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135
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604
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$5 ﹤0.01%
200
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$5 ﹤0.01%
266