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
$373M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$15.3M
3 +$14.5M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.81M
5
ORCL icon
Oracle
ORCL
+$3.11M

Top Sells

1 +$464K
2 +$437K
3 +$377K
4
O icon
Realty Income
O
+$368K
5
INGR icon
Ingredion
INGR
+$336K

Sector Composition

1 Technology 27.88%
2 Financials 12.93%
3 Industrials 12.22%
4 Real Estate 9.7%
5 Healthcare 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$37.2K 0.01%
+3,521
402
$36.7K 0.01%
+1,528
403
$36.7K 0.01%
+375
404
$36.5K 0.01%
+1,281
405
$36.5K 0.01%
+1,454
406
$36.4K 0.01%
+350
407
$36.3K 0.01%
+900
408
$36.3K 0.01%
+896
409
$36K 0.01%
+457
410
$35.8K 0.01%
+2,787
411
$35.3K 0.01%
+76
412
$35.3K 0.01%
+373
413
$35.3K 0.01%
+187
414
$34.8K 0.01%
+726
415
$34.7K 0.01%
+736
416
$34.6K 0.01%
+150
417
$34.5K 0.01%
+1,700
418
$34.4K 0.01%
+2,697
419
$34.3K 0.01%
+69
420
$34K 0.01%
+169
421
$33.7K 0.01%
+899
422
$33.7K 0.01%
+420
423
$33.6K 0.01%
+500
424
$33K 0.01%
+101
425
$32.5K 0.01%
+500