TCOTS
Trust Company of the South Portfolio holdings
AUM
$563M
1-Year Return
11.76%
This Quarter Return
-1.02%
1 Year Return
+11.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$422M
AUM Growth
-$10.5M
(-2.4%)
Cap. Flow
-$3.98M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
71.95%
Holding
116
New
–
Increased
18
Reduced
16
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.75% |
| 2 | Financials | 6.12% |
| 3 | Healthcare | 2.18% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Consumer Staples | 1.4% |
