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TI-Trust Portfolio holdings

AUM $159M
1-Year Est. Return 16.66%
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.02M
2 +$236K
3 +$203K
4
JPM icon
JPMorgan Chase
JPM
+$144K
5
LLY icon
Eli Lilly
LLY
+$124K

Sector Composition

1 Industrials 20.01%
2 Utilities 10.81%
3 Technology 8%
4 Healthcare 4.94%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$171K 0.11%
12,572
127
-613