TT
Tower Trust Portfolio holdings
AUM
$159M
1-Year Est. Return
18.47%
1 Year Est. Return
+18.47%
AUM
$159M
AUM Growth
-$6.89M
(-4.2%)
Holding
178
Top Buys
| 1 | +$876K | |
| 2 | +$358K | |
| 3 | +$339K | |
| 4 |
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
|
+$325K |
| 5 |
Cenovus Energy
CVE
|
+$267K |
Top Sells
| 1 | +$4.42M | |
| 2 | +$2M | |
| 3 | +$1.33M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$926K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$766K |
Sector Composition
| 1 | Financials | 7.59% |
| 2 | Industrials | 7.51% |
| 3 | Consumer Staples | 6.18% |
| 4 | Healthcare | 5.76% |
| 5 | Technology | 5.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Prudential Financial
PRU
$35.8B
| – | – |
-2,208
|
|
||
177
Vanguard FTSE All-World ex-US ETF
VEU
$51.3B
| – | – |
-87,244
|
|
||
178
Vodafone
VOD
$27.9B
| – | – |
-6,200
|
|