We are live on
!
Find out more
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
$674M
AUM Growth
+$58.3M
(+9.5%)
Holding
2,336
Top Buys
| 1 | +$2.68M | |
| 2 | +$2.59M | |
| 3 | +$2.35M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.57M |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.44M |
Top Sells
| 1 | +$2.96M | |
| 2 | +$1.61M | |
| 3 | +$1.23M | |
| 4 |
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
+$979K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$789K |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Healthcare | 10.23% |
| 3 | Financials | 8.13% |
| 4 | Industrials | 7.81% |
| 5 | Consumer Staples | 6.74% |