RT
Rockland Trust Portfolio holdings
AUM
$2.05B
1-Year Return
10.68%
This Quarter Return
+6.28%
1 Year Return
+10.68%
3 Year Return
+49.21%
5 Year Return
+99.99%
10 Year Return
+206.82%
AUM
$818M
AUM Growth
+$44.3M
(+5.7%)
Cap. Flow
+$171K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
220
New
20
Increased
82
Reduced
91
Closed
6
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$2.63M |
| 2 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$1.43M |
| 3 |
American International
AIG
|
$1.23M |
| 4 |
Kimberly-Clark
KMB
|
$1.22M |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$1.1M |
Top Sells
| 1 |
Amazon
AMZN
|
$2.75M |
| 2 |
Abbott
ABT
|
$1.87M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.25M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$912K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$752K |
Sector Composition
| 1 | Financials | 13.28% |
| 2 | Industrials | 11.89% |
| 3 | Healthcare | 11.52% |
| 4 | Communication Services | 10.47% |
| 5 | Consumer Staples | 8.45% |
