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
$144M
AUM Growth
-$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1 +$301K
2 +$204K
3 +$153K
4
MPW icon
Medical Properties Trust
MPW
+$132K
5
XOM icon
Exxon Mobil
XOM
+$118K

Top Sells

1 +$582K
2 +$200K
3 +$196K
4
XPO icon
XPO
XPO
+$195K
5
CPB icon
Campbell Soup
CPB
+$186K

Sector Composition

1 Technology 16.31%
2 Healthcare 10.05%
3 Consumer Staples 8.95%
4 Industrials 7.57%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-2,210
702
-27
703
-223
704
-930
705
-882