TP

Truvvo Partners Portfolio holdings

AUM $5.22M
1-Year Est. Return 13.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.83M
3
+$4.76M
4
TPL icon
Texas Pacific Land
TPL
+$3.14M
5
SAFE
Safehold
SAFE
+$3.03M

Top Sells

1
+$31.7M
2
+$10.4M
3
+$9.66M
4
CVX icon
Chevron
CVX
+$6.55M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.23M

Sector Composition

1 Financials 43.88%
2 Technology 11.03%
3 Healthcare 8.33%
4 Energy 7.59%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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