TI

Truepoint Inc Portfolio holdings

AUM $4.02B
1-Year Est. Return 10.21%
This Quarter Est. Return
1 Year Est. Return
+10.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$5.06M
2 +$4.13M
3 +$3.54M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.07M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$834K

Sector Composition

1 Consumer Staples 0.59%
2 Technology 0.32%
3 Financials 0.2%
4 Industrials 0.18%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,866
127
-2,514
128
$0 ﹤0.01%
110,000
129
$0 ﹤0.01%
48,484