TC

Truvestments Capital Portfolio holdings

AUM $553M
1-Year Est. Return 26.62%
This Quarter Est. Return
1 Year Est. Return
+26.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1 +$6.13M
2 +$4.29M
3 +$3.6M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$2.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Healthcare 10.01%
3 Consumer Staples 8.71%
4 Industrials 7.91%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K 0.01%
+990
527
$9K 0.01%
+3,716
528
$9K 0.01%
+755
529
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+75
530
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531
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532
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533
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534
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+622
535
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536
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537
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538
$8K 0.01%
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539
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+527
540
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541
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542
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543
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544
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545
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546
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548
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549
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+440
550
$8K 0.01%
+400