CTA
Colonial Trust Advisors Portfolio holdings
AUM
$1.21B
1-Year Est. Return
15.91%
1 Year Est. Return
+15.91%
AUM
$711M
AUM Growth
-$134M
(-16%)
Holding
184
Top Buys
| 1 | +$3.52M | |
| 2 | +$510K | |
| 3 | +$437K | |
| 4 |
Coca-Cola
KO
|
+$291K |
| 5 |
Meta Platforms (Facebook)
META
|
+$290K |
Top Sells
| 1 | +$4.51M | |
| 2 | +$3.1M | |
| 3 | +$2.13M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$705K |
| 5 |
VF Corp
VFC
|
+$700K |
Sector Composition
| 1 | Technology | 20.51% |
| 2 | Healthcare | 12.8% |
| 3 | Consumer Staples | 11.2% |
| 4 | Financials | 10.59% |
| 5 | Industrials | 10.12% |