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
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.59%
2 Consumer Staples 1.44%
3 Financials 1.42%
4 Technology 1.4%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$3.17K ﹤0.01%
+279
177
$2.1K ﹤0.01%
+326
178
$1.95K ﹤0.01%
+45