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
$179M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$11.4M
3 +$7.96M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$7.29M
5
PSQ icon
ProShares Short QQQ
PSQ
+$6.33M

Sector Composition

1 Technology 1.61%
2 Financials 0.64%
3 Consumer Discretionary 0.38%
4 Healthcare 0.27%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.52M 0.85%
6,001
+385
27
$1.52M 0.85%
32,162
+1,890
28
$1.49M 0.83%
33,336
+1,607
29
$1.47M 0.82%
40,722
-75
30
$1.42M 0.79%
23,338
+172
31
$1.34M 0.75%
15,255
-6,059
32
$1.34M 0.75%
9,541
+759
33
$1.29M 0.72%
36,046
-125
34
$1.26M 0.71%
32,387
+16,847
35
$1.23M 0.69%
33,986
+5,364
36
$1.12M 0.63%
59,231
+8,343
37
$1.09M 0.61%
3,836
+796
38
$1.06M 0.59%
18,906
+697
39
$1.06M 0.59%
36,333
-78
40
$989K 0.55%
22,159
-1,123
41
$941K 0.52%
+94,451
42
$931K 0.52%
25,579
-1,065
43
$917K 0.51%
38,134
+4,096
44
$867K 0.48%
5,487
+649
45
$863K 0.48%
31,621
-2,252
46
$819K 0.46%
27,009
+1,926
47
$791K 0.44%
18,155
+49
48
$781K 0.44%
22,805
+509
49
$780K 0.43%
24,320
50
$779K 0.43%
7,777
+4