TT
Tower Trust Portfolio holdings
AUM
$159M
1-Year Return
18.47%
This Quarter Return
+0.75%
1 Year Return
+18.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.23%
Holding
150
New
150
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AT&T
T
|
$4.63M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$4.41M |
| 3 |
First Trust Financials AlphaDEX Fund
FXO
|
$4.04M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
$3.7M |
| 5 |
First Trust Health Care AlphaDEX Fund
FXH
|
$3.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 7.17% |
| 2 | Financials | 7.13% |
| 3 | Consumer Staples | 6.67% |
| 4 | Technology | 5.15% |
| 5 | Healthcare | 4.92% |
