T
TRUADVICE Portfolio holdings
AUM
$255M
1-Year Return
14.45%
This Quarter Return
+6.23%
1 Year Return
+14.45%
3 Year Return
+21.5%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$11.7M
(+6.6%)
Cap. Flow
+$7.06M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
42.97%
Holding
165
New
25
Increased
52
Reduced
65
Closed
6
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$9.94M |
| 2 |
ProShares Short QQQ
PSQ
|
$5.58M |
| 3 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$5.4M |
| 4 |
RiverFront Dynamic Core Income
RFCI
|
$2.5M |
| 5 |
Global X Dow 30 Covered Call ETF
DJIA
|
$2.5M |
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Consumer Discretionary | 0.93% |
| 3 | Energy | 0.89% |
| 4 | Healthcare | 0.78% |
| 5 | Industrials | 0.67% |
