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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
$178M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.7M
3
+$657K
4
CAVA icon
CAVA Group
CAVA
+$417K
5
ORLY icon
O'Reilly Automotive
ORLY
+$220K

Top Sells

1
+$1.39M
2
+$830K
3
+$767K
4
GRPN icon
Groupon
GRPN
+$386K
5
CAH icon
Cardinal Health
CAH
+$354K

Sector Composition

1 Technology 41.48%
2 Healthcare 11.86%
3 Financials 11.45%
4 Industrials 9.73%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,315
127
– –
-664
128
– –
-3,655
129
– –
-344
130
– –
-1,082
131
– –
-5,768
132
– –
-654
133
– –
-2,894
134
– –
-255
2 3 4 5
6