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
$311M
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.61M
3
+$4.99M
4
SPG icon
Simon Property Group
SPG
+$4.56M
5
VZ icon
Verizon
VZ
+$4.44M

Top Sells

1
+$19.2M
2
+$5.89M
3
+$4.62M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.37M
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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