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PA
Probity Advisors Portfolio holdings
AUM
$631M
1-Year Est. Return
17.4%
This Fund
S&P 500
1 Year Est. Return
+17.4%
AUM
$624M
AUM Growth
+$7.55M
(+1.2%)
Holding
243
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.21M | |
| 3 | +$1.16M | |
| 4 |
IBTQ
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
|
+$1.13M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$1.1M |
Top Sells
| 1 | +$3.91M | |
| 2 | +$3.77M | |
| 3 | +$1.82M | |
| 4 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
+$1.25M |
| 5 |
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
|
+$1.07M |
Sector Composition
| 1 | Technology | 7.72% |
| 2 | Healthcare | 3.47% |
| 3 | Financials | 3.31% |
| 4 | Consumer Discretionary | 2.02% |
| 5 | Industrials | 1.89% |
