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
$192M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$369K
2 +$346K
3 +$247K
4
AMZN icon
Amazon
AMZN
+$139K
5
UNP icon
Union Pacific
UNP
+$128K

Top Sells

1 +$1.95M
2 +$261K
3 +$220K
4
MRK icon
Merck
MRK
+$219K
5
ABT icon
Abbott
ABT
+$174K

Sector Composition

1 Technology 25.53%
2 Real Estate 18.68%
3 Industrials 12.05%
4 Healthcare 8.61%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-25
727
-576
728
-178
729
-1,193
730
-120