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

Top Buys

1 +$379K
2 +$330K
3 +$243K
4
AMZN icon
Amazon
AMZN
+$132K
5
UNP icon
Union Pacific
UNP
+$120K

Top Sells

1 +$1.95M
2 +$238K
3 +$226K
4
MRK icon
Merck
MRK
+$210K
5
CVX icon
Chevron
CVX
+$163K

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
-150
727
-177
728
-133
729
-70
730
-40