TC
Truvestments Capital Portfolio holdings
AUM
$553M
1-Year Est. Return
26.62%
1 Year Est. Return
+26.62%
AUM
$500M
AUM Growth
+$39.5M
(+8.6%)
Holding
1,111
Top Buys
| 1 | +$2.09M | |
| 2 | +$1.58M | |
| 3 | +$695K | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$369K |
| 5 |
Credo Technology Group
CRDO
|
+$348K |
Top Sells
| 1 | +$2.34M | |
| 2 | +$860K | |
| 3 | +$356K | |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$299K |
| 5 |
Microsoft
MSFT
|
+$269K |
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 | |
|---|---|---|---|---|---|---|
|
76
Credo Technology Group
CRDO
$24.1B
| $1.72M | 0.34% |
18,541
+3,757
|
|
||
|
77
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.28B
| $1.71M | 0.34% |
69,388
-12,111
|
|
||
78
Marvell Technology
MRVL
$67.8B
| $1.68M | 0.34% |
21,762
+2,033
|
|
||
79
Palantir
PLTR
$399B
| $1.65M | 0.33% |
12,076
-434
|
|
||
80
Palo Alto Networks
PANW
$137B
| $1.63M | 0.33% |
7,978
+685
|
|
||
81
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
| $1.57M | 0.31% |
20,288
-409
|
|
||
82
Tractor Supply
TSCO
$28.3B
| $1.54M | 0.31% |
29,112
+2,149
|
|
||
83
Applovin
APP
$178B
| $1.52M | 0.3% |
4,355
-53
|
|
||
84
Meta Platforms (Facebook)
META
$1.51T
| $1.51M | 0.3% |
2,045
-17
|
|
||
85
PayPal
PYPL
$56.8B
| $1.5M | 0.3% |
20,198
+1,566
|
|
||
86
Blackstone
BX
$106B
| $1.47M | 0.29% |
9,848
+1,019
|
|
||
87
Urban Outfitters
URBN
$5.51B
| $1.47M | 0.29% |
20,296
+2,303
|
|
||
88
JPMorgan Chase
JPM
$815B
| $1.46M | 0.29% |
5,039
-302
|
|
||
89
Iron Mountain
IRM
$26.4B
| $1.45M | 0.29% |
14,160
-151
|
|
||
90
Shopify
SHOP
$183B
| $1.4M | 0.28% |
12,133
+2,626
|
|
||
91
Leidos
LDOS
$24.2B
| $1.39M | 0.28% |
8,814
+803
|
|
||
92
Semler Scientific
SMLR
$326M
| $1.33M | 0.27% |
34,438
+5,573
|
|
||
93
L3Harris
LHX
$53.4B
| $1.31M | 0.26% |
5,239
-672
|
|
||
94
Chart Industries
GTLS
$9.16B
| $1.3M | 0.26% |
7,920
+751
|
|
||
95
Coca-Cola
KO
$306B
| $1.26M | 0.25% |
17,867
-2,074
|
|
||
96
Nova
NVMI
$8.41B
| $1.26M | 0.25% |
4,587
+81
|
|
||
97
Intuitive Surgical
ISRG
$194B
| $1.25M | 0.25% |
2,303
+103
|
|
||
98
Clean Harbors
CLH
$11.2B
| $1.25M | 0.25% |
5,412
+335
|
|
||
99
Argan
AGX
$4.76B
| $1.23M | 0.25% |
5,583
+526
|
|
||
100
eBay
EBAY
$37B
| $1.21M | 0.24% |
16,211
+1,352
|
|