Truvvo Partners LLC
CIK
1660071
Location
New York, NY
Portfolio Value
Micro
$67,348
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,456
/ 6,688
▲ 33
Top Industry
Capital Markets
36.4%
3Y Alpha vs SPY
+10.9%
Period ended 3 years ago
Filed Nov 15, 2022 · 3y
11 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+130.7%
SPY
+78.1%
Annualised alpha
+10.9%
Max drawdown
−27.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Top Position
36.4%
−0.7 pts
Top 5
87.0%
−1.2 pts
Top 10
100.0%
0.0 pts
HHI
2,258
Moderately concentrated−54
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 44.0% | $1,768,273 |
| Technology | 34.5% | $1,386,274 |
| Consumer Cyclical | 16.1% | $645,957 |
| Energy | 3.8% | $152,839 |
| Utilities | 1.7% | $67,348 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$67,348 total
· Utilities only
· as of Sep 30, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EDN |
Edenor
Utilities
|
Held | 10,052 | $67,348 | 100.00% |