TI

Truepoint Inc Portfolio holdings

AUM $4.3B
1-Year Est. Return 10.28%
This Quarter Est. Return
1 Year Est. Return
+10.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Sells

1 +$27.4M
2 +$12.4M
3 +$9.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.53M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.3M

Sector Composition

1 Consumer Staples 0.59%
2 Technology 0.25%
3 Financials 0.21%
4 Industrials 0.2%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-48,484