TI
TrueMark Investments Portfolio holdings
AUM
$463M
This Quarter Return
+14.42%
1 Year Return
+14.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UnitedHealth
UNH
|
$3.3M |
| 2 |
Verizon
VZ
|
$3.13M |
| 3 |
NextEra Energy, Inc.
NEE
|
$2.89M |
| 4 |
British American Tobacco
BTI
|
$2.88M |
| 5 |
American Electric Power
AEP
|
$2.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 32.24% |
| 2 | Healthcare | 12.36% |
| 3 | Energy | 11.8% |
| 4 | Consumer Staples | 9.84% |
| 5 | Financials | 9.31% |
