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
$500M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.45M
3
+$606K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$324K

Top Sells

1
+$2.11M
2
+$847K
3
+$325K
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$285K
5
MSFT icon
Microsoft
MSFT
+$235K

Sector Composition

1 Technology 27.84%
2 Financials 15.73%
3 Industrials 12.04%
4 Real Estate 10.42%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$66.3K 0.01%
1,401
+1,218
352
$65.6K 0.01%
498
-5
353
$65.4K 0.01%
168
354
$64.9K 0.01%
330
355
$64.9K 0.01%
2,169
-146
356
$64.9K 0.01%
870
-83
357
$64.6K 0.01%
147
+1
358
$64.1K 0.01%
2,840
-1,433
359
$63.8K 0.01%
872
-148
360
$63.6K 0.01%
247
-35
361
$63.1K 0.01%
833
+3
362
$62.9K 0.01%
553
-58
363
$62.3K 0.01%
627
-100
364
$61.5K 0.01%
650
365
$61.5K 0.01%
892
+5
366
$61.3K 0.01%
900
367
$60.9K 0.01%
1,862
368
$60.5K 0.01%
136
+40
369
$60.5K 0.01%
889
+2
370
$59.9K 0.01%
2,313
-399
371
$59.7K 0.01%
1,388
372
$59.4K 0.01%
3,453
-280
373
$59.1K 0.01%
2,415
-32
374
$57.6K 0.01%
18,520
-850
375
$57.5K 0.01%
3,300
13 14
15
16 17