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
551
$17.9K ﹤0.01%
56
552
$17.9K ﹤0.01%
1,497
553
$17.8K ﹤0.01%
868
554
$17.7K ﹤0.01%
+415
555
$17.5K ﹤0.01%
1,283
556
$17.4K ﹤0.01%
267
557
$17.3K ﹤0.01%
249
+3
558
$17.2K ﹤0.01%
+2,471
559
$17.1K ﹤0.01%
328
-107
560
$17.1K ﹤0.01%
+65
561
$17K ﹤0.01%
347
562
$17K ﹤0.01%
2,374
-174
563
$16.9K ﹤0.01%
1,183
564
$16.7K ﹤0.01%
+356
565
$16.7K ﹤0.01%
+1,822
566
$16.7K ﹤0.01%
107
567
$16.7K ﹤0.01%
+3,573
568
$16.6K ﹤0.01%
+1,474
569
$16.6K ﹤0.01%
+460
570
$16.5K ﹤0.01%
149
571
$16.5K ﹤0.01%
343
-197
572
$16.4K ﹤0.01%
+877
573
$16.3K ﹤0.01%
222
574
$16.3K ﹤0.01%
435
+135
575
$16.2K ﹤0.01%
+1,154
21 22
23
24 25