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
$154M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$397K
3 +$358K
4
DOW icon
Dow Inc
DOW
+$284K
5
IVZ icon
Invesco
IVZ
+$280K

Sector Composition

1 Technology 14.84%
2 Healthcare 10.12%
3 Consumer Staples 8.68%
4 Industrials 8.22%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
+500
527
$7K ﹤0.01%
132
+1
528
$7K ﹤0.01%
+249
529
$7K ﹤0.01%
70
530
$7K ﹤0.01%
96
-9
531
$7K ﹤0.01%
218
532
$7K ﹤0.01%
250
533
$7K ﹤0.01%
74
534
$7K ﹤0.01%
177
535
$7K ﹤0.01%
200
536
$7K ﹤0.01%
29
537
$7K ﹤0.01%
156
538
$7K ﹤0.01%
422
539
$7K ﹤0.01%
44
540
$7K ﹤0.01%
95
541
$7K ﹤0.01%
10
-1
542
$7K ﹤0.01%
186
543
$7K ﹤0.01%
41
-5
544
$7K ﹤0.01%
2,099
545
$6K ﹤0.01%
55
546
$6K ﹤0.01%
+400
547
$6K ﹤0.01%
182
-16
548
$6K ﹤0.01%
32
-97
549
$6K ﹤0.01%
+200
550
$6K ﹤0.01%
157