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
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$962K
2 +$858K
3 +$352K
4
AMGN icon
Amgen
AMGN
+$330K
5
HAL icon
Halliburton
HAL
+$226K

Top Sells

1 +$1.13M
2 +$504K
3 +$253K
4
INTC icon
Intel
INTC
+$181K
5
XOM icon
Exxon Mobil
XOM
+$175K

Sector Composition

1 Technology 18.8%
2 Industrials 17.09%
3 Healthcare 13.31%
4 Energy 11.68%
5 Consumer Discretionary 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-46,525