TC

Truvestments Capital Portfolio holdings

AUM $553M
1-Year Est. Return 26.62%
This Quarter Est. Return
1 Year Est. Return
+26.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$426K
3 +$354K
4
HUBS icon
HubSpot
HUBS
+$267K
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$247K

Sector Composition

1 Technology 25.01%
2 Real Estate 10.95%
3 Healthcare 10.59%
4 Industrials 9.68%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25K 0.02%
+250
327
$25K 0.02%
+829
328
$25K 0.02%
7,013
329
$25K 0.02%
134
+106
330
$25K 0.02%
500
331
$25K 0.02%
1,497
332
$25K 0.02%
871
333
$25K 0.02%
609
334
$24K 0.02%
+211
335
$24K 0.02%
250
+14
336
$24K 0.02%
+450
337
$24K 0.02%
+850
338
$24K 0.02%
+528
339
$24K 0.02%
310
+110
340
$24K 0.02%
+287
341
$23K 0.02%
+636
342
$23K 0.02%
+90
343
$23K 0.02%
+268
344
$22K 0.02%
250
345
$22K 0.02%
+254
346
$22K 0.02%
610
347
$22K 0.02%
+108
348
$22K 0.02%
850
349
$22K 0.02%
+460
350
$22K 0.02%
+532