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
$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 11.02%
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%
276
427
$11K 0.01%
69
428
$11K 0.01%
313
-558
429
$11K 0.01%
+1,650
430
$11K 0.01%
110
431
$11K 0.01%
175
-70
432
$11K 0.01%
343
433
$11K 0.01%
1,103
+262
434
$10K 0.01%
133
435
$10K 0.01%
64
436
$10K 0.01%
104
437
$10K 0.01%
+550
438
$10K 0.01%
257
+4
439
$10K 0.01%
187
440
$10K 0.01%
407
441
$9K 0.01%
69
442
$9K 0.01%
+130
443
$9K 0.01%
119
+1
444
$9K 0.01%
150
445
$9K 0.01%
107
446
$9K 0.01%
+400
447
$9K 0.01%
+500
448
$9K 0.01%
44
449
$9K 0.01%
42
450
$9K 0.01%
149
+41