TI
tru Independence Portfolio holdings
AUM
$346M
This Quarter Return
-7.44%
1 Year Return
+13.72%
3 Year Return
+42.26%
5 Year Return
+64.25%
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(-9.1%)
Cap. Flow
-$2.54M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
21.91%
Holding
192
New
12
Increased
61
Reduced
57
Closed
21
Top Buys
| 1 |
TAP.A
TRAVELERS PROPERTY CASUALTY CORP CL-A
TAP.A
|
$5.14M |
| 2 |
Albertsons Companies
ACI
|
$4.65M |
| 3 |
AT&T
T
|
$1.68M |
| 4 |
International Paper
IP
|
$1.55M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$644K |
Top Sells
| 1 |
Travelers Companies
TRV
|
$5.73M |
| 2 |
Maxeon Solar Technologies
MAXN
|
$4.41M |
| 3 |
SPDR Gold Trust
GLD
|
$1.5M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.16M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$1.08M |
Sector Composition
| 1 | Consumer Discretionary | 12.35% |
| 2 | Financials | 11.67% |
| 3 | Technology | 9.15% |
| 4 | Industrials | 8.84% |
| 5 | Consumer Staples | 7.98% |
