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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
$851M
AUM Growth
+$93.3M
(+12%)
Holding
2,477
Top Buys
| 1 | +$1.51M | |
| 2 | +$1.31M | |
| 3 | +$1.02M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.01M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$796K |
Top Sells
| 1 | +$782K | |
| 2 | +$769K | |
| 3 | +$693K | |
| 4 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$556K |
| 5 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$547K |
Sector Composition
| 1 | Technology | 13.95% |
| 2 | Healthcare | 7.92% |
| 3 | Financials | 7.34% |
| 4 | Industrials | 6.68% |
| 5 | Consumer Discretionary | 5.69% |