TRUST INVESTMENT ADVISORS

http://www.tiadvisors.com INDIANAPOLIS, IN Trust Investment Advisor How do I update this listing?

Trust Investment Advisors is based out of Indianapolis. Trust Investment Advisors is a large advisory firm with 178 clients and discretionary assets under management (AUM) of $139,551,584 (Form ADV from 2021-04-16). Their last reported 13F filing for Q2 2021 included $113,017,000 in managed 13F securities and a top 10 holdings concentration of 33.65%. Trust Investment Advisors's largest holding is Apple Inc with shares held of 69,758. Whalewisdom has at least 31 13F filings

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06/30/2021

13F Activity

  • Market Value $113.017 Million
  • Prior Market Value $101.966 Million
  • New Purchases4 stocks
  • Additional Purchases61 stocks
  • Sold out of0 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 33.65 %
  • Turnover % [1]:4.94%
  • Turnover Alt % [2]: 1.98 %
  • Time Held Top20:11.45 quarters
  • Time Held Top10:14.00 quarters
  • Time Held All:13.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 9.61%
Performance Last 4 Quarters: 31.28%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TRUST INVESTMENT ADVISORS
8440 WOODFIELD CROSSING BLVD SUITE 100
INDIANAPOLIS IN    46240
Country: United States

Business Phone: 317-253-2000
Fax: 317-254-5845
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IN
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,SPECIAL PROJECT FEES
Amount of client funds and securities:
Total Number of Clients: 178
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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STREET CAPITAL PARTNERS, LLC

ownership team - last updated 2021-04-16
Name Title Start Date Direct/Indirect % Ownership
Street, Burton, P OWNER AND CCO 05/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS MEMBER, MANAGING PARTNER, CCO direct 2020-05-01
STREET CAPITAL PARTNERS LLC LEGAL NAME OF LLC 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS PARENT LLC direct 2020-05-01

STREET CAPITAL PARTNERS, LLC

ownership team - last updated 2021-03-22
Name Title Start Date Direct/Indirect % Ownership
Street, Burton, P OWNER AND CCO 05/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS MEMBER, MANAGING PARTNER, CCO direct 2020-05-01
STREET CAPITAL PARTNERS LLC LEGAL NAME OF LLC 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS PARENT LLC direct 2020-05-01
Street, Burton, P OWNER AND CCO 05/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS MEMBER, MANAGING PARTNER, CCO direct 2020-05-01
STREET CAPITAL PARTNERS LLC LEGAL NAME OF LLC 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS PARENT LLC direct 2020-05-01

TRUST INVESTMENT ADVISORS

ownership team - last updated 2020-09-04
Name Title Start Date Direct/Indirect % Ownership
Street, Burton, P OWNER AND CCO 05/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS MEMBER, MANAGING PARTNER, CCO direct 2020-05-01
STREET CAPITAL PARTNERS LLC LEGAL NAME OF LLC 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS PARENT LLC direct 2020-05-01

TRUST INVESTMENT ADVISORS

ownership team - last updated 2020-06-09
Name Title Start Date Direct/Indirect % Ownership
Street, Burton, P MEMBER, MANAGING PARTNER, CCO 05/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS MEMBER, MANAGING PARTNER, CCO direct 2020-05-01
STREET CAPITAL PARTNERS LLC PARENT LLC 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST INVESTMENT ADVISORS PARENT LLC direct 2020-05-01

TRUST & INVESTMENT ADVISORS, INC.

ownership team - last updated 2020-03-16
Name Title Start Date Direct/Indirect % Ownership

TRUST & INVESTMENT ADVISORS, INC.

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
PRUGH, GEORGE, MICHAEL VICE PRESIDENT 04/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. VICE PRESIDENT direct 1992-04-01
ATKINS, JONATHAN, MICHAEL CHIEF COMPLIANCE OFFICER 11/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2011-11-01
DELAY, JAMES, RONALD PRESIDENT 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. PRESIDENT direct 2017-08-01
PITTS, SUSAN, CALLAN OWNER AND CHAIRMAN OF THE BOARD 08/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. OWNER AND CHAIRMAN OF THE BOARD direct 2017-08-01

TRUST & INVESTMENT ADVISORS, INC.

ownership team - last updated 2017-08-29
Name Title Start Date Direct/Indirect % Ownership
PITTS, SUSAN, CALLAN OWNER AND CHAIRMAN OF THE BOARD 08/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. OWNER AND CHAIRMAN OF THE BOARD direct 2017-08-01
DELAY, JAMES, RONALD PRESIDENT 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. PRESIDENT direct 2017-08-01
ATKINS, JONATHAN, MICHAEL CHIEF COMPLIANCE OFFICER 11/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2011-11-01
PRUGH, GEORGE, MICHAEL VICE PRESIDENT 04/01/1992 Direct less than 5%
Fund Name Position direct/indirect start date end date
TRUST & INVESTMENT ADVISORS, INC. VICE PRESIDENT direct 1992-04-01

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