TT
Tower Trust Portfolio holdings
AUM
$159M
This Quarter Return
+6.57%
1 Year Return
+18.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$8.84M
(+6.4%)
Cap. Flow
+$1.13M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
26.34%
Holding
159
New
9
Increased
53
Reduced
69
Closed
3
Top Buys
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$646K |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$347K |
| 3 |
Invesco Dorsey Wright Energy Momentum ETF
PXI
|
$332K |
| 4 |
Norfolk Southern
NSC
|
$310K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$308K |
Sector Composition
| 1 | Industrials | 7.14% |
| 2 | Financials | 6.85% |
| 3 | Consumer Staples | 6.3% |
| 4 | Technology | 5.26% |
| 5 | Healthcare | 4.88% |
