TNA

True North Advisors Portfolio holdings

AUM $630M
1-Year Est. Return 13.01%
This Quarter Est. Return
1 Year Est. Return
+13.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.42M
3 +$1.34M
4
KMX icon
CarMax
KMX
+$1.18M
5
MSI icon
Motorola Solutions
MSI
+$1.1M

Top Sells

1 +$6.07M
2 +$5.33M
3 +$5.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.35M

Sector Composition

1 Industrials 24.85%
2 Technology 14.98%
3 Financials 13.02%
4 Consumer Discretionary 5.33%
5 Healthcare 4.48%