TC

Truvestments Capital Portfolio holdings

AUM $500M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$330K
3 +$243K
4
AMZN icon
Amazon
AMZN
+$132K
5
UNP icon
Union Pacific
UNP
+$120K

Top Sells

1 +$1.95M
2 +$238K
3 +$226K
4
MRK icon
Merck
MRK
+$210K
5
CVX icon
Chevron
CVX
+$163K

Sector Composition

1 Technology 25.53%
2 Real Estate 18.68%
3 Industrials 12.05%
4 Healthcare 8.61%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$22K 0.01%
219
377
$21.4K 0.01%
490
+5
378
$21.2K 0.01%
118
379
$21.1K 0.01%
639
+1
380
$20.6K 0.01%
448
381
$20.5K 0.01%
1,335
382
$20.3K 0.01%
1,364
383
$19.8K 0.01%
934
+6
384
$19.7K 0.01%
355
+1
385
$19.2K 0.01%
+134
386
$18.9K 0.01%
431
387
$18.7K 0.01%
270
388
$17.9K 0.01%
825
389
$17.9K 0.01%
74
390
$17.8K 0.01%
+200
391
$17.5K 0.01%
297
392
$17.4K 0.01%
100
393
$17.4K 0.01%
150
394
$17.2K 0.01%
34
+25
395
$17.2K 0.01%
129
396
$16.7K 0.01%
610
397
$16.4K 0.01%
+401
398
$16.4K 0.01%
928
399
$16.3K 0.01%
1,323
400
$16.3K 0.01%
200