TNA
True North Advisors Portfolio holdings
AUM
$522M
This Quarter Return
-0.18%
1 Year Return
+15.67%
3 Year Return
+95.35%
5 Year Return
+165.55%
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(-37%)
Cap. Flow
-$195M
Cap. Flow
% of AUM
-52.31%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
246
New
17
Increased
34
Reduced
112
Closed
46
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$17.9M |
| 2 |
Dow Inc
DOW
|
$15.6M |
| 3 |
Corteva
CTVA
|
$14.8M |
| 4 |
DuPont de Nemours
DD
|
$13.4M |
| 5 |
Danaher
DHR
|
$11.8M |
Sector Composition
| 1 | Industrials | 18.62% |
| 2 | Financials | 16.57% |
| 3 | Technology | 11.68% |
| 4 | Energy | 8.72% |
| 5 | Healthcare | 7.51% |
