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
$500M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.45M
3
+$606K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$324K

Top Sells

1
+$2.11M
2
+$847K
3
+$325K
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$285K
5
MSFT icon
Microsoft
MSFT
+$235K

Sector Composition

1 Technology 27.84%
2 Financials 15.73%
3 Industrials 12.04%
4 Real Estate 10.42%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.29K ﹤0.01%
102
+91
752
$4.24K ﹤0.01%
48
753
$4.23K ﹤0.01%
59
754
$4.19K ﹤0.01%
66
755
$4.18K ﹤0.01%
574
756
$4.1K ﹤0.01%
49
757
$4.04K ﹤0.01%
37
758
$4.03K ﹤0.01%
500
759
$4.02K ﹤0.01%
932
-100
760
$4K ﹤0.01%
54
-21
761
$3.96K ﹤0.01%
109
762
$3.93K ﹤0.01%
36
763
$3.91K ﹤0.01%
102
764
$3.9K ﹤0.01%
1,712
765
$3.89K ﹤0.01%
41
766
$3.88K ﹤0.01%
821
767
$3.88K ﹤0.01%
309
768
$3.85K ﹤0.01%
11
769
$3.83K ﹤0.01%
156
+1
770
$3.8K ﹤0.01%
103
-25
771
$3.77K ﹤0.01%
15
772
$3.71K ﹤0.01%
28
773
$3.7K ﹤0.01%
437
774
$3.69K ﹤0.01%
186
775
$3.65K ﹤0.01%
9
-20
29 30
31
32 33