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
101
$26.8K 0.05%
+4,000
102
$26K 0.05%
+424
103
$25.4K 0.05%
+103
104
$25.1K 0.05%
+780
105
$24.9K 0.05%
+1,101
106
$24.2K 0.04%
+600
107
$24K 0.04%
+30,000
108
$24K 0.04%
+123
109
$23.6K 0.04%
+1,000
110
$23.4K 0.04%
511
+100
111
$23.3K 0.04%
+636
112
$23.1K 0.04%
+200
113
$22.5K 0.04%
+80
114
$22.5K 0.04%
+3,641
115
$22.4K 0.04%
+4,000
116
$22.3K 0.04%
+300
117
$22K 0.04%
+4,200
118
$21.8K 0.04%
+1,400
119
$21.7K 0.04%
+300
120
$21.4K 0.04%
417,793
+417,322
121
$21.3K 0.04%
+4,500
122
$21.2K 0.04%
+1,601
123
$21K 0.04%
+978
124
$20.9K 0.04%
+935
125
$20.9K 0.04%
1,260
+260
3 4
5
6 7