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
$146M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$442K
3 +$237K
4
EPD icon
Enterprise Products Partners
EPD
+$219K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$201K

Top Sells

1 +$340K
2 +$144K
3 +$18.1K

Sector Composition

1 Financials 88.27%
2 Technology 2.55%
3 Consumer Discretionary 0.46%
4 Healthcare 0.44%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$35K 0.02%
16,688