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
376
$57.4K 0.01%
1,716
+2
377
$57.4K 0.01%
1,874
378
$57K 0.01%
1,101
+6
379
$57K 0.01%
671
-76
380
$56.9K 0.01%
5,907
-664
381
$56.7K 0.01%
386
-67
382
$56.6K 0.01%
135
+1
383
$56.6K 0.01%
995
-21
384
$56.5K 0.01%
369
385
$56.4K 0.01%
900
386
$52.8K 0.01%
4,676
+103
387
$52.8K 0.01%
1,077
-159
388
$52.6K 0.01%
1,415
+9
389
$52.6K 0.01%
74
-27
390
$51.9K 0.01%
214
+1
391
$51.6K 0.01%
873
392
$51.5K 0.01%
646
-139
393
$51.4K 0.01%
250
-90
394
$51.3K 0.01%
1,019
-244
395
$51.1K 0.01%
471
-172
396
$50.4K 0.01%
665
-77
397
$50.2K 0.01%
800
398
$50.1K 0.01%
165
-74
399
$50K 0.01%
858
400
$49.6K 0.01%
2,960
14 15
16
17 18