TC
Truvestments Capital Portfolio holdings
AUM $500M
1-Year Return
21.66%
This Quarter Return
+1.87%
1 Year Return
+21.66%
3 Year Return
+70.79%
5 Year Return
+126.92%
10 Year Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.64%
Holding
169
New
169
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$6.76M |
| 2 |
Vanguard Value ETF
VTV
|
+$5.44M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.7M |
| 4 |
Apple
AAPL
|
+$4.19M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.71% |
| 2 | Healthcare | 7.2% |
| 3 | Communication Services | 6.91% |
| 4 | Industrials | 6.87% |
| 5 | Consumer Staples | 6.83% |
