TI
tru Independence Portfolio holdings
AUM
$346M
This Quarter Return
-0.11%
1 Year Return
+13.72%
3 Year Return
+42.26%
5 Year Return
+64.25%
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(+1.2%)
Cap. Flow
+$7.25M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
118
New
5
Increased
75
Reduced
23
Closed
8
Top Buys
Top Sells
| 1 |
TGI
Triumph Group
TGI
|
$7.79M |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$5.48M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$3.8M |
| 4 |
Simon Property Group
SPG
|
$2.54M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$2.52M |
Sector Composition
| 1 | Financials | 10.83% |
| 2 | Industrials | 8.53% |
| 3 | Technology | 7.32% |
| 4 | Consumer Discretionary | 6.94% |
| 5 | Healthcare | 5.49% |
