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
$177M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.09M
3
+$969K
4
INTC icon
Intel
INTC
+$555K
5
MMM icon
3M
MMM
+$455K

Top Sells

1
+$1.69M
2
+$279K
3
+$81K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$55.9K
5
BMCH
BMC Stock Holdings, Inc
BMCH
+$46K

Sector Composition

1 Technology 24.72%
2 Healthcare 11.02%
3 Industrials 10.81%
4 Real Estate 10.81%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
+51
577
$3K ﹤0.01%
+39
578
$3K ﹤0.01%
1,000
579
$3K ﹤0.01%
81
580
$3K ﹤0.01%
100
581
$3K ﹤0.01%
100
582
$3K ﹤0.01%
150
583
$3K ﹤0.01%
31
584
$3K ﹤0.01%
243
+3
585
$3K ﹤0.01%
15
586
$3K ﹤0.01%
+115
587
$3K ﹤0.01%
29
+7
588
$3K ﹤0.01%
17
+8
589
$3K ﹤0.01%
+20
590
$3K ﹤0.01%
+96
591
$3K ﹤0.01%
300
592
$3K ﹤0.01%
+16
593
$3K ﹤0.01%
727
+408
594
$3K ﹤0.01%
+188
595
$3K ﹤0.01%
+17
596
$3K ﹤0.01%
242
+200
597
$3K ﹤0.01%
50
598
$3K ﹤0.01%
94
599
$3K ﹤0.01%
65
+24
600
$3K ﹤0.01%
+72
22 23
24
25 26