T

TRUADVICE Portfolio holdings

AUM $255M
1-Year Est. Return 14.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$11.4M
3 +$10.6M
4
VTV icon
Vanguard Value ETF
VTV
+$9.82M
5
RFCI icon
ALPS Dynamic Core Income ETF
RFCI
+$5.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.73%
2 Healthcare 2.44%
3 Communication Services 1.9%
4 Consumer Discretionary 1.66%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$157K 0.06%
+11,909