TP
Truvvo Partners Portfolio holdings
AUM
$5.22M
This Quarter Return
+10.36%
1 Year Return
-13.74%
3 Year Return
+18.53%
5 Year Return
+50.09%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+9.5%)
Cap. Flow
-$2.41M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
96.64%
Holding
40
New
1
Increased
3
Reduced
4
Closed
15
Top Buys
| 1 |
Teladoc Health
TDOC
|
$14.9M |
| 2 |
Home Depot
HD
|
$1.59K |
| 3 |
Mastercard
MA
|
$714 |
| 4 |
Apple
AAPL
|
$531 |
Top Sells
| 1 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$9.82M |
| 2 |
Microsoft
MSFT
|
$773K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$704K |
| 4 |
Comcast
CMCSA
|
$592K |
| 5 |
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% |
