ATC

Advantage Trust Company Portfolio holdings

AUM $203M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$2.92M
3 +$2.46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$894K
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$612K

Top Sells

1 +$391K
2 +$80.2K
3 +$78.5K
4
HD icon
Home Depot
HD
+$33.7K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$17.6K

Sector Composition

1 Financials 2.42%
2 Consumer Staples 2%
3 Technology 1.86%
4 Industrials 1.16%
5 Healthcare 0.89%