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Plimoth Trust Portfolio holdings

AUM $449M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$675K
3
+$570K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$532K
5
CRM icon
Salesforce
CRM
+$511K

Top Sells

1
+$668K
2
+$600K
3
+$572K
4
MRK icon
Merck
MRK
+$534K
5
AAPL icon
Apple
AAPL
+$481K

Sector Composition

1 Technology 20.6%
2 Healthcare 12.41%
3 Financials 9.79%
4 Communication Services 8.78%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.07%
585
-59
152
$215K 0.07%
2,900
-800
153
$212K 0.07%
4,758
-4,855
154
$200K 0.06%
1,733
-165
155
$198K 0.06%
11,587
156
– –
-6,756
157
– –
-3,463
158
– –
-1,530
159
– –
-10,495
3 4 5 6
7