TP
Truvvo Partners Portfolio holdings
AUM
$5.22M
This Quarter Return
+6.01%
1 Year Return
-13.74%
3 Year Return
+18.53%
5 Year Return
+50.09%
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-9.1%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-14.9%
Top 10 Holdings %
Top 10 Hldgs %
97.9%
Holding
43
New
3
Increased
2
Reduced
6
Closed
27
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.43M |
| 2 |
Transportadora de Gas del Sur
TGS
|
$509K |
| 3 |
EDN
Edenor
EDN
|
$197K |
| 4 |
SUPV
Grupo Supervielle
SUPV
|
$101K |
| 5 |
GE Aerospace
GE
|
$29.3K |
Top Sells
| 1 |
Idexx Laboratories
IDXX
|
$3.59M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.53M |
| 3 |
Microsoft
MSFT
|
$1.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.37M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.2M |
Sector Composition
| 1 | Financials | 81.14% |
| 2 | Industrials | 5.71% |
| 3 | Communication Services | 1.58% |
| 4 | Energy | 0.47% |
| 5 | Utilities | 0.18% |
