TI

Truepoint Inc Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$10.7M
3 +$4.09M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$3.36M
5
XRAY icon
Dentsply Sirona
XRAY
+$3.15M

Sector Composition

1 Consumer Staples 0.56%
2 Technology 0.26%
3 Financials 0.19%
4 Industrials 0.18%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-241