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
76
$38.6K 0.07%
+3,502
77
$38.5K 0.07%
53,586
-176
78
$38.5K 0.07%
+29,615
79
$34.6K 0.06%
2,000
-1,075
80
$34.5K 0.06%
+1,000
81
$34.4K 0.06%
+150
82
$34K 0.06%
+5,500
83
$34K 0.06%
+300
84
$33.1K 0.06%
+12,000
85
$32.6K 0.06%
+2,001
86
$31.8K 0.06%
+160
87
$30.2K 0.05%
+2,700
88
$29.6K 0.05%
+1,000
89
$29.3K 0.05%
10,634
+934
90
$29.2K 0.05%
+6,852
91
$28.6K 0.05%
+600
92
$28.3K 0.05%
+1,300
93
$28.2K 0.05%
+6,000
94
$28K 0.05%
+3,501
95
$27.8K 0.05%
+22,568
96
$27.7K 0.05%
+21,000
97
$27.6K 0.05%
+447
98
$27.6K 0.05%
+750
99
$27.6K 0.05%
+1,300
100
$27K 0.05%
+400
2 3
4
5 6