PT
Plimoth Trust Portfolio holdings
AUM
$417M
This Quarter Return
+5.2%
1 Year Return
+15.67%
3 Year Return
+68.54%
5 Year Return
+115.72%
10 Year Return
–
AUM
$279M
AUM Growth
–
Cap. Flow
+$279M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
180
New
180
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$9.61M |
| 2 |
Apple
AAPL
|
$8.84M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.97M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$6.81M |
| 5 |
JPMorgan Chase
JPM
|
$6.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.1% |
| 2 | Healthcare | 12.48% |
| 3 | Financials | 10.61% |
| 4 | Industrials | 8.93% |
| 5 | Consumer Staples | 7.65% |
