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
476
$31.2K 0.01%
1,697
+3
477
$31.1K 0.01%
773
-117
478
$31.1K 0.01%
167
479
$30K 0.01%
609
480
$29.6K 0.01%
420
481
$29.4K 0.01%
704
482
$29K 0.01%
323
-462
483
$28.7K 0.01%
285
484
$28.2K 0.01%
961
+5
485
$28.2K 0.01%
500
486
$27.9K 0.01%
108
487
$27.8K 0.01%
991
+4
488
$27.8K 0.01%
171
+1
489
$27.4K 0.01%
900
490
$27K 0.01%
10,242
491
$26.4K 0.01%
641
492
$26.4K 0.01%
624
+3
493
$26K 0.01%
708
494
$25.8K 0.01%
476
-60
495
$25.4K 0.01%
48
-18
496
$25.3K 0.01%
438
-261
497
$25.3K 0.01%
216
498
$24.8K 0.01%
101
499
$24.4K ﹤0.01%
400
500
$24.3K ﹤0.01%
525
+6
18 19
20
21 22