T
TRUADVICE Portfolio holdings
AUM
$255M
This Quarter Return
-1.32%
1 Year Return
+14.45%
3 Year Return
+21.5%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+68%)
Cap. Flow
+$79.8M
Cap. Flow
% of AUM
44.49%
Top 10 Holdings %
Top 10 Hldgs %
43.28%
Holding
140
New
33
Increased
52
Reduced
33
Closed
6
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$14.6M |
| 2 |
DNP Select Income Fund
DNP
|
$11.4M |
| 3 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$7.96M |
| 4 |
Global X S&P 500 Covered Call ETF
XYLD
|
$7.29M |
| 5 |
ProShares Short QQQ
PSQ
|
$6.33M |
Top Sells
Sector Composition
| 1 | Technology | 1.61% |
| 2 | Financials | 0.64% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Healthcare | 0.27% |
| 5 | Industrials | 0.24% |
