T
TRUADVICE Portfolio holdings
AUM
$255M
1-Year Est. Return
14.45%
1 Year Est. Return
+14.45%
AUM
$272M
AUM Growth
+$19.6M
(+7.8%)
Holding
280
Top Buys
| 1 | +$4.68M | |
| 2 | +$3.19M | |
| 3 | +$3.05M | |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$2.75M |
| 5 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$2.54M |
Top Sells
| 1 | +$4.98M | |
| 2 | +$4.93M | |
| 3 | +$4.35M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$4.15M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4M |
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Consumer Discretionary | 3% |
| 3 | Consumer Staples | 2.57% |
| 4 | Healthcare | 2.22% |
| 5 | Financials | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Invesco DB US Dollar Index Bullish Fund
UUP
$265M
| – | – |
-77,128
|
|
||
277
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.5B
| – | – |
-2,870
|
|
||
278
ProShares VIX Short-Term Futures ETF
VIXY
$71M
| – | – |
-3,896
|
|
||
279
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
| – | – |
-23,646
|
|
||
280
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
| – | – |
-107,271
|
|