TCM
True Capital Management Portfolio holdings
AUM
$146M
This Quarter Return
+2.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.42%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.79M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$7M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.39M |
| 4 |
Palantir
PLTR
|
$6.25M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Communication Services | 8.3% |
| 3 | Consumer Staples | 6.79% |
| 4 | Financials | 5.25% |
| 5 | Consumer Discretionary | 5.03% |
