TI

tru Independence Portfolio holdings

AUM $202M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.68M
3
+$5.6M
4
SPG icon
Simon Property Group
SPG
+$5.51M
5
VZ icon
Verizon
VZ
+$4.42M

Top Sells

1
+$19.7M
2
+$5.89M
3
+$4.79M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.92M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.31M

Sector Composition

1 Financials 12.57%
2 Consumer Discretionary 11.58%
3 Industrials 9.52%
4 Technology 9.19%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
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