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
$154M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$397K
3 +$358K
4
DOW icon
Dow Inc
DOW
+$284K
5
IVZ icon
Invesco
IVZ
+$280K

Sector Composition

1 Technology 14.85%
2 Healthcare 10.12%
3 Consumer Staples 8.68%
4 Industrials 8.22%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-218
752
-713
753
-1,000
754
$0 ﹤0.01%
6
755
-39
756
-1,000
757
-60