PTC
Private Trust Company Portfolio holdings
AUM
$1.13B
1-Year Est. Return
17.87%
1 Year Est. Return
+17.87%
AUM
$758M
AUM Growth
-$34.9M
(-4.4%)
Holding
2,412
Top Buys
| 1 | +$3.51M | |
| 2 | +$1.98M | |
| 3 | +$1.2M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$818K |
| 5 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$724K |
Top Sells
| 1 | +$2.9M | |
| 2 | +$1.71M | |
| 3 | +$1.67M | |
| 4 |
Intuit
INTU
|
+$1.44M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.36M |
Sector Composition
| 1 | Technology | 13.68% |
| 2 | Healthcare | 8.66% |
| 3 | Financials | 7.3% |
| 4 | Industrials | 6.56% |
| 5 | Consumer Staples | 5.71% |