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Trust Investment Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 38.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.13M
3
+$1.03M
4
CFG icon
Citizens Financial Group
CFG
+$599K
5
TFC icon
Truist Financial
TFC
+$573K

Top Sells

1
+$1.64M
2
+$826K
3
+$577K
4
AMAT icon
Applied Materials
AMAT
+$304K
5
PGR icon
Progressive
PGR
+$263K

Sector Composition

1 Technology 32.99%
2 Healthcare 14.53%
3 Industrials 9.76%
4 Financials 9.6%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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