TC
Truvestments Capital Portfolio holdings
AUM
$500M
1-Year Return
21.66%
This Quarter Return
+13.35%
1 Year Return
+21.66%
3 Year Return
+70.79%
5 Year Return
+126.92%
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.88%
Holding
730
New
728
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$6.13M |
| 2 |
Vanguard Value ETF
VTV
|
+$4.29M |
| 3 |
Apple
AAPL
|
+$3.6M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.11M |
| 5 |
Microsoft
MSFT
|
+$2.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.99% |
| 2 | Healthcare | 10% |
| 3 | Consumer Staples | 8.71% |
| 4 | Industrials | 7.91% |
| 5 | Communication Services | 6.82% |
