CTA
Colonial Trust Advisors Portfolio holdings
AUM
$1.33B
1-Year Est. Return
18.55%
This Fund
S&P 500
1 Year Est. Return
+18.55%
AUM
$1.04B
AUM Growth
+$33.2M
(+3.3%)
Holding
1,057
Top Buys
| 1 | +$2.47M | |
| 2 | +$1.25M | |
| 3 | +$1.02M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$765K |
| 5 |
Booking.com
BKNG
|
+$630K |
Top Sells
| 1 | +$2.57M | |
| 2 | +$1.86M | |
| 3 | +$1.59M | |
| 4 |
Eli Lilly
LLY
|
+$1.48M |
| 5 |
Mastercard
MA
|
+$921K |
Sector Composition
| 1 | Technology | 23.76% |
| 2 | Healthcare | 10.78% |
| 3 | Financials | 10.31% |
| 4 | Industrials | 9.65% |
| 5 | Consumer Staples | 9.27% |