TC

Truvestments Capital Portfolio holdings

AUM $554M
1-Year Est. Return 32.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Sells

1 +$917K
2 +$420K
3 +$358K
4
VTV icon
Vanguard Value ETF
VTV
+$338K
5
VUG icon
Vanguard Growth ETF
VUG
+$301K

Sector Composition

1 Technology 11.36%
2 Healthcare 8.65%
3 Industrials 7.48%
4 Consumer Staples 7%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
+150
677
$8K ﹤0.01%
+251
678
$8K ﹤0.01%
+141
679
$8K ﹤0.01%
+131
680
$8K ﹤0.01%
+311
681
$8K ﹤0.01%
+440
682
$8K ﹤0.01%
+364
683
$8K ﹤0.01%
+1,362
684
$8K ﹤0.01%
+548
685
$8K ﹤0.01%
+72
686
$8K ﹤0.01%
+100
687
$8K ﹤0.01%
+154
688
$8K ﹤0.01%
+378
689
$8K ﹤0.01%
+200
690
$8K ﹤0.01%
+447
691
$8K ﹤0.01%
+44
692
$8K ﹤0.01%
+19
693
$7K ﹤0.01%
+22
694
$7K ﹤0.01%
+250
695
$7K ﹤0.01%
+466
696
$7K ﹤0.01%
+101
697
$7K ﹤0.01%
+300
698
$7K ﹤0.01%
+393
699
$7K ﹤0.01%
+100
700
$7K ﹤0.01%
+185