Members Trust

Members Trust Portfolio holdings

AUM $2.9B
1-Year Est. Return 7.89%
This Quarter Est. Return
1 Year Est. Return
+7.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$11.8M
2 +$10.5M
3 +$8.55M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.16M
5
AAPL icon
Apple
AAPL
+$1.51M

Sector Composition

1 Technology 0.59%
2 Industrials 0.24%
3 Healthcare 0.18%
4 Consumer Staples 0.18%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,200