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
$528M
AUM Growth
-$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.56M
3
+$4.01M
4
KMB icon
Kimberly-Clark
KMB
+$3.23M
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$3.15M

Top Sells

1
+$21.9M
2
+$13.8M
3
+$7.89M
4
BA icon
Boeing
BA
+$6.65M
5
MDT icon
Medtronic
MDT
+$6.57M

Sector Composition

1 Technology 12.44%
2 Healthcare 9.7%
3 Industrials 7.52%
4 Consumer Staples 5.97%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-200,127
102
– –
-116,293
103
– –
-14,629
104
– –
-32,653
105
– –
-12,376
106
– –
-158,255
107
– –
-3,726
108
– –
-19,553
1 2 3 4
5