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
$98M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$847K
3 +$477K
4
CELG
Celgene Corp
CELG
+$285K
5
MTW icon
Manitowoc
MTW
+$135K

Top Sells

1 +$1.14M
2 +$682K
3 +$579K
4
SSYS icon
Stratasys
SSYS
+$461K
5
WFM
Whole Foods Market Inc
WFM
+$458K

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
-70,755