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
$144M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$433K
3 +$270K
4
AYX
Alteryx Inc
AYX
+$240K
5
HUBS icon
HubSpot
HUBS
+$237K

Sector Composition

1 Technology 25.01%
2 Real Estate 10.95%
3 Healthcare 10.59%
4 Industrials 9.68%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6K ﹤0.01%
+119
477
$6K ﹤0.01%
+195
478
$6K ﹤0.01%
+1,400
479
$5K ﹤0.01%
+11
480
$5K ﹤0.01%
+914
481
$5K ﹤0.01%
+850
482
$5K ﹤0.01%
+2,000
483
$5K ﹤0.01%
+20
484
$5K ﹤0.01%
120
485
$5K ﹤0.01%
+57
486
$5K ﹤0.01%
+87
487
$5K ﹤0.01%
+108
488
$5K ﹤0.01%
12
489
$5K ﹤0.01%
+81
490
$5K ﹤0.01%
650
491
$5K ﹤0.01%
+300
492
$5K ﹤0.01%
+184
493
$5K ﹤0.01%
+309
494
$5K ﹤0.01%
+409
495
$5K ﹤0.01%
+16
496
$5K ﹤0.01%
+750
497
$5K ﹤0.01%
841
-322
498
$5K ﹤0.01%
+240
499
$4K ﹤0.01%
34
500
$4K ﹤0.01%
+240