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TrueFG Portfolio holdings

AUM $373M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Sells

1 +$608K
2 +$328K
3 +$327K
4
TSLA icon
Tesla
TSLA
+$221K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$218K

Sector Composition

1 Technology 1.4%
2 Financials 0.99%
3 Consumer Discretionary 0.77%
4 Industrials 0.32%
5 Communication Services 0.12%