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
$98.4M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.3M
3 +$604K
4
CELG
Celgene Corp
CELG
+$584K
5
UNH icon
UnitedHealth
UNH
+$543K

Top Sells

1 +$1.46M
2 +$1.09M
3 +$1.03M
4
DDD icon
3D Systems Corp
DDD
+$707K
5
NEE icon
NextEra Energy
NEE
+$611K

Sector Composition

1 Industrials 18.36%
2 Technology 17.63%
3 Healthcare 14.63%
4 Consumer Discretionary 14.46%
5 Energy 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-25,775
102
-23,500
103
-15,779