Truvvo Partners LLC

data from 30/09/2022

Capitalization

$ 5.216 M -12.91 %

Average holding period

15 ans

Performance

$ 127.824 M 53.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Truvvo Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/09/30 GS GOLDMAN SACHS GROUP INC 28.09% 1.465 M $ 5000 2015/12/31 -19.849 K $ -1.34 %
2022/09/30 AAPL APPLE INC 19.79% 1.032 M $ 7466 2016/09/30 11.045 K $ 1.08 %
2022/09/30 VOO VANGUARD INDEX FDS 13.48% 703.000 K $ 2132 2021/12/31 -39.612 K $ -5.33 %
2022/09/30 EFA ISHARES TR 9.45% 493.000 K $ 8795 2022/06/30 -79.904 K $ -10.36 %
2022/09/30 MSFT MICROSOFT CORP 6.79% 354.000 K $ 1522 2015/12/31 -36.325 K $ -9.31 %
2022/09/30 HD HOME DEPOT INC 6.42% 335.000 K $ 1215 2020/03/31 2.014 K $ 0.61 %
2022/09/30 MAR MARRIOTT INTL INC NEW 5.96% 311.000 K $ 2217 2016/06/30 9.135 K $ 3.04 %
2022/09/30 MA MASTERCARD INCORPORATED 5.25% 274.000 K $ 963 2020/03/31 -29.956 K $ -9.89 %
2022/09/30 TGS TRANSPORTADORA DE GAS SUR 2.93% 153.000 K $ 20710 2019/03/31 46.390 K $ 43.76 %
2022/09/30 EDN EMPRESA DIST Y COMERCIAL NOR 1.28% 67.000 K $ 10052 2019/03/31 23.521 K $ 53.46 %
2022/09/30 SUPV GRUPO SUPERVIELLE S.A. 0.56% 29.000 K $ 16688 2019/03/31 6.508 K $ 28.30 %
2022/09/30 EEM ISHARES TR 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %