TI

tru Independence Portfolio holdings

AUM $346M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
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
951
$0 ﹤0.01%
+173
952
$0 ﹤0.01%
+10
953
$0 ﹤0.01%
+172
954
$0 ﹤0.01%
+2
955
$0 ﹤0.01%
+7
956
$0 ﹤0.01%
+100
957
$0 ﹤0.01%
+15
958
$0 ﹤0.01%
+30