TC

Truvestments Capital Portfolio holdings

AUM $553M
1-Year Est. Return 26.62%
This Quarter Est. Return
1 Year Est. Return
+26.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$1.09M
3 +$969K
4
INTC icon
Intel
INTC
+$555K
5
MMM icon
3M
MMM
+$455K

Top Sells

1 +$1.69M
2 +$279K
3 +$81K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$55.9K
5
BMCH
BMC Stock Holdings, Inc
BMCH
+$46K

Sector Composition

1 Technology 24.72%
2 Healthcare 11.03%
3 Industrials 10.81%
4 Real Estate 10.81%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11K 0.01%
59
427
$11K 0.01%
100
428
$11K 0.01%
276
429
$11K 0.01%
69
430
$11K 0.01%
313
-558
431
$11K 0.01%
+1,650
432
$11K 0.01%
110
433
$10K 0.01%
133
434
$10K 0.01%
64
435
$10K 0.01%
104
436
$10K 0.01%
+550
437
$10K 0.01%
257
+4
438
$10K 0.01%
187
439
$10K 0.01%
407
440
$9K 0.01%
69
441
$9K 0.01%
+130
442
$9K 0.01%
42
443
$9K 0.01%
149
+41
444
$9K 0.01%
+600
445
$9K 0.01%
59
446
$9K 0.01%
119
+1
447
$9K 0.01%
150
448
$9K 0.01%
107
449
$9K 0.01%
+400
450
$9K 0.01%
+500