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
401
$13K 0.01%
95
+30
402
$13K 0.01%
+245
403
$13K 0.01%
+112
404
$13K 0.01%
+55
405
$13K 0.01%
120
406
$12K 0.01%
+700
407
$12K 0.01%
133
408
$12K 0.01%
+330
409
$12K 0.01%
+104
410
$12K 0.01%
500
411
$12K 0.01%
432
-294
412
$12K 0.01%
+414
413
$12K 0.01%
+55
414
$12K 0.01%
+766
415
$11K 0.01%
+700
416
$11K 0.01%
+253
417
$11K 0.01%
+343
418
$11K 0.01%
+388
419
$11K 0.01%
+100
420
$11K 0.01%
525
421
$11K 0.01%
+42
422
$11K 0.01%
750
423
$10K 0.01%
+41
424
$10K 0.01%
+59
425
$10K 0.01%
+74
15 16
17
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