TIA

Trust Investment Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 21.2%
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.23M
3 +$1.18M
4
BUD icon
AB InBev
BUD
+$834K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$822K

Top Sells

1 +$2.49M
2 +$1.36M
3 +$1.19M
4
VOD icon
Vodafone
VOD
+$816K
5
NUE icon
Nucor
NUE
+$729K

Sector Composition

1 Technology 18.6%
2 Industrials 16.93%
3 Energy 13.12%
4 Healthcare 12.69%
5 Consumer Discretionary 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,844
102
-14,415
103
-22,865
104
-42,918
105
-22,169
106
-12,506