T

TRUADVICE Portfolio holdings

AUM $255M
1-Year Est. Return 14.45%
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$9.5M
2 +$8.4M
3 +$5.94M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.55M

Top Sells

1 +$11.3M
2 +$9.85M
3 +$7.6M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$6.7M
5
SH icon
ProShares Short S&P500
SH
+$5.02M

Sector Composition

1 Technology 3.82%
2 Consumer Staples 2.39%
3 Consumer Discretionary 2.04%
4 Healthcare 1.82%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$135K 0.05%
3,715
+43
252
-3,953
253
-69,605
254
-5,428
255
-4,671
256
-84,745
257
-12,566
258
-5,818
259
-82,677
260
-4,254
261
-17,014
262
-245,580
263
-7,549
264
-4,520
265
-4,278
266
-32,740
267
-48,145
268
-16,621
269
-10,175
270
-81,358
271
-9,390