CTC

Cetera Trust Company Portfolio holdings

AUM $187M
1-Year Est. Return 28.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1 +$271K
2 +$249K
3 +$244K
4
WAY
Waystar Holding Corp
WAY
+$238K
5
MGNI icon
Magnite
MGNI
+$233K

Top Sells

1 +$785K
2 +$542K
3 +$366K
4
CDNA icon
CareDx
CDNA
+$238K
5
VYX icon
NCR Voyix
VYX
+$202K

Sector Composition

1 Technology 22.27%
2 Financials 18.65%
3 Healthcare 14.59%
4 Industrials 9.66%
5 Communication Services 8.03%