TC

Truvestments Capital Portfolio holdings

AUM $553M
1-Year Est. Return 26.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.62%
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 14.83%
2 Healthcare 10.12%
3 Consumer Staples 8.68%
4 Industrials 8.23%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-396
752
-214
753
-1,450
754
-218
755
-713
756
-1,000
757
-10