TI
tru Independence Portfolio holdings
AUM
$346M
1-Year Return
13.72%
This Quarter Return
+5.59%
1 Year Return
+13.72%
3 Year Return
+42.26%
5 Year Return
+64.25%
10 Year Return
–
AUM
$346M
AUM Growth
+$23.6M
(+7.3%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
32.67%
Holding
121
New
11
Increased
61
Reduced
45
Closed
1
Top Buys
| 1 |
Citigroup
C
|
$5.3M |
| 2 |
Capital Group Growth ETF
CGGR
|
$2.49M |
| 3 |
Graphic Packaging
GPK
|
$1.38M |
| 4 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
$850K |
| 5 |
Apple
AAPL
|
$624K |
Top Sells
| 1 |
Albertsons Companies
ACI
|
$2.84M |
| 2 |
AT&T
T
|
$564K |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$547K |
| 4 |
Cisco
CSCO
|
$211K |
| 5 |
Verizon
VZ
|
$200K |
Sector Composition
| 1 | Financials | 12.14% |
| 2 | Industrials | 8.26% |
| 3 | Technology | 7.95% |
| 4 | Consumer Discretionary | 7.13% |
| 5 | Healthcare | 4.74% |
