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
176
$6.62K 0.01%
84,821
+27,436
177
$6.62K 0.01%
138,082
+2,591
178
$6.38K 0.01%
54,777
+5,722
179
$6.38K 0.01%
69,630
-935
180
$6.05K 0.01%
88,601
-1,604
181
$5.96K 0.01%
107,366
-6,264
182
$5.75K 0.01%
22,165
-1,465
183
$5.48K 0.01%
162,861
+115,076
184
$5.41K 0.01%
170,290
+13,170
185
$5.41K 0.01%
92,517
+34,512
186
$5.15K 0.01%
122,920
-4,050
187
$5.09K 0.01%
138,287
-5,388
188
$5.01K 0.01%
100,648
+11,609
189
$4.99K 0.01%
77,435
+1,445
190
$4.8K 0.01%
110,210
-60,015
191
$4.72K 0.01%
41,035
-715
192
$4.71K 0.01%
118,171
-1,953
193
$4.7K 0.01%
33,444
+455
194
$4.66K 0.01%
126,445
-550
195
$4.66K 0.01%
+132,885
196
$4.56K 0.01%
96,808
+582
197
$4.33K 0.01%
81,420
+1,180
198
$4.16K 0.01%
+195,850
199
$4.14K 0.01%
+275,525
200
$3.81K 0.01%
90,385
-34,825
6 7
8
9 10