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
$55.1M
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.92M
3
+$4.7M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$3.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.7M

Top Sells

1
+$12.8M
2
+$7.58M
3
+$6.99M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.71M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.55M

Sector Composition

1 Healthcare 1.65%
2 Materials 1.48%
3 Energy 0.9%
4 Financials 0.75%
5 Technology 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74.8K 0.14%
+2,000
52
$72.8K 0.13%
+12,752
53
$67.3K 0.12%
+774
54
$66.8K 0.12%
+1,207
55
$63.9K 0.12%
+4,102
56
$63.5K 0.12%
+6,000
57
$63.5K 0.12%
+2,788
58
$62K 0.11%
+4,496
59
$61.2K 0.11%
519,273
+517,626
60
$61.2K 0.11%
+940
61
$58.5K 0.11%
+1,715
62
$57.1K 0.1%
+1,247
63
$52.9K 0.1%
6,027
+3,100
64
$52.3K 0.1%
+722
65
$51.3K 0.09%
2,971
+1,175
66
$50.5K 0.09%
+1,007
67
$46.7K 0.08%
+3,000
68
$46.7K 0.08%
+1,842,540
69
$46.5K 0.08%
+11,000
70
$44.3K 0.08%
+4,891
71
$43.3K 0.08%
+253
72
$42.4K 0.08%
+724
73
$41.9K 0.08%
8,080
+475
74
$41.7K 0.08%
+1,000
75
$40.6K 0.07%
+718
1 2
3
4 5