CTC
Cetera Trust Company Portfolio holdings
AUM
$167M
1-Year Return
18.74%
This Quarter Return
+12.97%
1 Year Return
+18.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.09%
Holding
419
New
418
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.68M |
| 2 |
Microsoft
MSFT
|
$6.05M |
| 3 |
Lam Research
LRCX
|
$4.14M |
| 4 |
McKesson
MCK
|
$3.69M |
| 5 |
Amazon
AMZN
|
$3.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.27% |
| 2 | Healthcare | 17.48% |
| 3 | Financials | 16.84% |
| 4 | Industrials | 10.23% |
| 5 | Communication Services | 7.39% |
