TC

Truvestments Capital Portfolio holdings

AUM $550M
1-Year Est. Return 24.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.16%
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
+$1.34M
2
+$433K
3
+$270K
4
AYX
Alteryx Inc
AYX
+$240K
5
HUBS icon
HubSpot
HUBS
+$237K

Top Sells

1
+$442K
2
+$111K
3
+$79.4K
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$55.2K
5
WDC icon
Western Digital
WDC
+$33.1K

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
351
$22K 0.02%
+532
352
$21K 0.01%
+498
353
$21K 0.01%
+648
354
$21K 0.01%
300
355
$21K 0.01%
+1,000
356
$21K 0.01%
+156
357
$21K 0.01%
+711
358
$20K 0.01%
100
359
$20K 0.01%
+290
360
$20K 0.01%
+2,091
361
$20K 0.01%
+196
362
$20K 0.01%
+1,411
363
$19K 0.01%
230
364
$19K 0.01%
375
365
$19K 0.01%
+405
366
$19K 0.01%
+300
367
$19K 0.01%
734
-1
368
$18K 0.01%
667
369
$18K 0.01%
+108
370
$18K 0.01%
+877
371
$18K 0.01%
+53
372
$18K 0.01%
+261
373
$18K 0.01%
+66
374
$17K 0.01%
+75
375
$17K 0.01%
+492
13 14
15
16 17