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
$223M
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$7.5M
2 +$795K
3 +$576K
4
IT icon
Gartner
IT
+$555K
5
MANH icon
Manhattan Associates
MANH
+$412K

Top Sells

1 +$6.98M
2 +$472K
3 +$382K
4
LRCX icon
Lam Research
LRCX
+$271K
5
FRC
First Republic Bank
FRC
+$270K

Sector Composition

1 Financials 43.82%
2 Technology 10.31%
3 Healthcare 7.78%
4 Industrials 7.36%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-64,447
127
-1,177
128
-46,831
129
-103,466