CTC
Cetera Trust Company Portfolio holdings
AUM
$167M
1-Year Est. Return
18.74%
1 Year Est. Return
+18.74%
AUM
$167M
AUM Growth
+$10.6M
(+6.7%)
Holding
377
Top Buys
| 1 | +$183K | |
| 2 | +$170K | |
| 3 | +$103K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$87.4K |
| 5 |
Microchip Technology
MCHP
|
+$81.3K |
Top Sells
| 1 | +$390K | |
| 2 | +$261K | |
| 3 | +$248K | |
| 4 |
Apple
AAPL
|
+$242K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$159K |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Financials | 19.13% |
| 3 | Healthcare | 14.46% |
| 4 | Industrials | 10.18% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Terex
TEX
$3.7B
| – | – |
-98
|
|
||
377
Toro Company
TTC
$7.3B
| – | – |
-71
|
|