TI
TrueMark Investments Portfolio holdings
AUM
$523M
1-Year Est. Return
16.33%
1 Year Est. Return
+16.33%
AUM
$523M
AUM Growth
-$51.9M
(-9%)
Holding
301
Top Buys
| 1 | +$14.8M | |
| 2 | +$6.34M | |
| 3 | +$4.46M | |
| 4 |
QBUL
TrueShares Quarterly Bull Hedge ETF
QBUL
|
+$4.37M |
| 5 |
UnitedHealth
UNH
|
+$3.45M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$8.29M | |
| 3 | +$6.88M | |
| 4 |
Blue Owl Capital
OWL
|
+$6.87M |
| 5 |
Darden Restaurants
DRI
|
+$6.81M |
Sector Composition
| 1 | Financials | 11.59% |
| 2 | Healthcare | 9.5% |
| 3 | Consumer Staples | 9.48% |
| 4 | Energy | 9.01% |
| 5 | Utilities | 7.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Abbott
ABT
$213B
| – | – |
-2,735
|
|