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
$157M
AUM Growth
-$341K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$729K
3
+$388K
4
NEE icon
NextEra Energy
NEE
+$368K
5
PLTR icon
Palantir
PLTR
+$293K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$749K
4
MSFT icon
Microsoft
MSFT
+$614K
5
AVGO icon
Broadcom
AVGO
+$529K

Sector Composition

1 Technology 33.21%
2 Healthcare 17.06%
3 Financials 10.58%
4 Consumer Discretionary 9.9%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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