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
$500M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.45M
3
+$606K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$324K

Top Sells

1
+$2.11M
2
+$847K
3
+$325K
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$285K
5
MSFT icon
Microsoft
MSFT
+$235K

Sector Composition

1 Technology 27.84%
2 Financials 15.73%
3 Industrials 12.04%
4 Real Estate 10.42%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$35.9K 0.01%
650
+369
452
$35.8K 0.01%
384
-23
453
$35.8K 0.01%
228
454
$35.8K 0.01%
150
-12
455
$35.6K 0.01%
500
456
$35.5K 0.01%
572
-318
457
$35K 0.01%
860
-59
458
$34.9K 0.01%
2,695
459
$34.8K 0.01%
545
460
$34.4K 0.01%
1,461
+5
461
$34.4K 0.01%
1,737
-109
462
$34.2K 0.01%
186
-2
463
$34.1K 0.01%
1,698
+10
464
$33.8K 0.01%
+14,868
465
$33.4K 0.01%
736
-73
466
$33.3K 0.01%
260
+162
467
$33.2K 0.01%
2,105
-1,414
468
$33.2K 0.01%
120
469
$33K 0.01%
327
-1
470
$32.4K 0.01%
587
-350
471
$32K 0.01%
64
+50
472
$31.9K 0.01%
1,524
473
$31.8K 0.01%
666
474
$31.4K 0.01%
927
475
$31.4K 0.01%
200
17 18
19
20 21