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

Top Buys

1 +$1.13M
2 +$379K
3 +$324K
4
IVZ icon
Invesco
IVZ
+$292K
5
DOW icon
Dow Inc
DOW
+$278K

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
$0 ﹤0.01%
4
755
-218
756
-713
757
-1,000