IT

Investors Trust Portfolio holdings

AUM $32M
1-Year Est. Return 1.92%
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 +$277K

Top Sells

1 +$1.61M
2 +$1.43M
3 +$1.16M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$954K
5
INTC icon
Intel
INTC
+$930K

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
-5,646
52
-1,826
53
-18,130
54
-16,777
55
-6,668
56
-7,255
57
-5,357
58
-3,862
59
-6,890
60
-11,708
61
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62
-2,997