TIA

Trust Investment Advisors Portfolio holdings

AUM $188M
1-Year Est. Return 35.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$1.01M
3 +$483K
4
CELG
Celgene Corp
CELG
+$269K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$141K

Top Sells

1 +$1.14M
2 +$640K
3 +$568K
4
AMGN icon
Amgen
AMGN
+$566K
5
WFM
Whole Foods Market Inc
WFM
+$401K

Sector Composition

1 Technology 18.51%
2 Industrials 16.99%
3 Healthcare 13.84%
4 Consumer Discretionary 12.66%
5 Energy 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,170