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

Top Buys

1 +$1.45M
2 +$426K
3 +$354K
4
HUBS icon
HubSpot
HUBS
+$267K
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$247K

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%
+44
477
$6K ﹤0.01%
+119
478
$6K ﹤0.01%
+195
479
$6K ﹤0.01%
+1,400
480
$5K ﹤0.01%
+20
481
$5K ﹤0.01%
+11
482
$5K ﹤0.01%
+914
483
$5K ﹤0.01%
+850
484
$5K ﹤0.01%
+2,000
485
$5K ﹤0.01%
120
486
$5K ﹤0.01%
+57
487
$5K ﹤0.01%
+87
488
$5K ﹤0.01%
+108
489
$5K ﹤0.01%
12
490
$5K ﹤0.01%
+81
491
$5K ﹤0.01%
650
492
$5K ﹤0.01%
+300
493
$5K ﹤0.01%
+184
494
$5K ﹤0.01%
+309
495
$5K ﹤0.01%
+409
496
$5K ﹤0.01%
+16
497
$5K ﹤0.01%
+750
498
$5K ﹤0.01%
841
-322
499
$5K ﹤0.01%
+240
500
$4K ﹤0.01%
+240