IT

Investors Trust Portfolio holdings

AUM $32M
1-Year Est. Return 1.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.1M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$222K

Top Sells

1
+$1.67M
2
+$1.47M
3
+$1.16M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$954K
5
INTC icon
Intel
INTC
+$892K

Sector Composition

1 Technology 24.41%
2 Industrials 15.51%
3 Healthcare 12.49%
4 Consumer Staples 9.39%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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-1,826
56
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-16,777
57
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-6,668
58
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-7,255
59
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-5,357
60
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-3,862
61
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-11,708
62
– –
-12,148
1 2
3