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
$192M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$330K
3 +$243K
4
AMZN icon
Amazon
AMZN
+$132K
5
UNP icon
Union Pacific
UNP
+$120K

Top Sells

1 +$1.95M
2 +$238K
3 +$226K
4
MRK icon
Merck
MRK
+$210K
5
CVX icon
Chevron
CVX
+$163K

Sector Composition

1 Technology 25.53%
2 Real Estate 18.68%
3 Industrials 12.05%
4 Healthcare 8.61%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10.3K 0.01%
2,713
452
$9.91K 0.01%
1,764
453
$9.83K 0.01%
527
454
$9.8K 0.01%
667
455
$9.73K 0.01%
488
456
$9.68K 0.01%
400
457
$9.57K 0.01%
655
458
$9.51K 0.01%
154
459
$9.48K ﹤0.01%
546
-42
460
$9.17K ﹤0.01%
533
461
$8.86K ﹤0.01%
100
462
$8.71K ﹤0.01%
120
463
$8.41K ﹤0.01%
232
464
$8.31K ﹤0.01%
200
465
$8.12K ﹤0.01%
+300
466
$8.07K ﹤0.01%
16
467
$8K ﹤0.01%
358
468
$7.83K ﹤0.01%
153
469
$7.76K ﹤0.01%
447
470
$7.71K ﹤0.01%
1,848
471
$7.68K ﹤0.01%
83
472
$7.68K ﹤0.01%
850
473
$7.55K ﹤0.01%
20
474
$7.34K ﹤0.01%
235
475
$7.3K ﹤0.01%
+219