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PTC
Private Trust Company Portfolio holdings
AUM
$1.12B
1-Year Est. Return
21.35%
This Fund
S&P 500
1 Year Est. Return
+21.35%
AUM
$1.12B
AUM Growth
-$21.9M
(-1.9%)
Holding
2,713
Top Buys
| 1 | +$1.35M | |
| 2 | +$987K | |
| 3 | +$979K | |
| 4 |
Cloudflare
NET
|
+$832K |
| 5 |
KHPI
Kensington Hedged Premium Income ETF
KHPI
|
+$645K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$1.2M | |
| 3 | +$1.1M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$999K |
| 5 |
XAIX
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
|
+$975K |
Sector Composition
| 1 | Technology | 14.12% |
| 2 | Financials | 7.16% |
| 3 | Industrials | 6.05% |
| 4 | Healthcare | 5.55% |
| 5 | Communication Services | 4.41% |
