TP

Truvvo Partners Portfolio holdings

AUM $5.22M
1-Year Est. Return 13.74%
This Quarter Est. Return
1 Year Est. Return
-13.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.59K
3
+$714
4
AAPL icon
Apple
AAPL
+$531

Top Sells

1
+$9.82M
2
+$773K
3
+$704K
4
CMCSA icon
Comcast
CMCSA
+$592K
5
AMZN icon
Amazon
AMZN
+$533K

Sector Composition

1 Financials 79.59%
2 Healthcare 10.82%
3 Technology 2.45%
4 Consumer Discretionary 0.42%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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28
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29
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30
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31
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32
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-8,050
33
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-9,580
34
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-2,578
35
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-2,049
36
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-1,653
37
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-484
38
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-1,059
39
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-14,073
40
– –
-70,089
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