TIA

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
$165M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$986K
3
+$875K
4
CTRA icon
Coterra Energy
CTRA
+$646K
5
VST icon
Vistra
VST
+$569K

Top Sells

1
+$1.93M
2
+$992K
3
+$821K
4
ULTA icon
Ulta Beauty
ULTA
+$581K
5
MSFT icon
Microsoft
MSFT
+$509K

Sector Composition

1 Technology 38.81%
2 Healthcare 13.38%
3 Financials 11.48%
4 Industrials 8.62%
5 Consumer Discretionary 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
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