APL

ADVISORTRUST PARTNERS, LLC Portfolio holdings

AUM $228M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$15.7M
3 +$12.2M
4
IYF icon
iShares US Financials ETF
IYF
+$11.1M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.72%
2 Financials 10.29%
3 Consumer Staples 8.04%
4 Healthcare 7.61%
5 Industrials 3.06%