TI
tru Independence Portfolio holdings
AUM
$385M
1-Year Est. Return
16.65%
1 Year Est. Return
+16.65%
AUM
$385M
AUM Growth
+$39.1M
(+11%)
Holding
127
Top Buys
| 1 | +$4.59M | |
| 2 | +$2.85M | |
| 3 | +$1.35M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$992K |
| 5 |
Microsoft
MSFT
|
+$959K |
Top Sells
| 1 | +$2.75M | |
| 2 | +$1.23M | |
| 3 | +$343K | |
| 4 |
Enovix
ENVX
|
+$336K |
| 5 |
Granite Construction
GVA
|
+$303K |
Sector Composition
| 1 | Financials | 11.61% |
| 2 | Technology | 8.39% |
| 3 | Industrials | 7.95% |
| 4 | Consumer Discretionary | 6.76% |
| 5 | Healthcare | 4.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ball Corp
BALL
$15B
| – | – |
-3,938
|
|
||
|
127
Granite Construction
GVA
$5.28B
| – | – |
-3,237
|
|