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
$208M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Sells

1 +$900K
2 +$415K
3 +$363K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
VUG icon
Vanguard Growth ETF
VUG
+$309K

Sector Composition

1 Technology 11.44%
2 Healthcare 8.64%
3 Industrials 7.4%
4 Consumer Staples 7%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$0 ﹤0.01%
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877
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878
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879
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880
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881
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883
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884
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885
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886
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+2
887
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+10
888
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+50