TCOT

Trust Company of Toledo Portfolio holdings

AUM $1.01B
1-Year Est. Return 23.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$728K
2 +$722K
3 +$705K
4
C icon
Citigroup
C
+$668K
5
AAPL icon
Apple
AAPL
+$538K

Top Sells

1 +$674K
2 +$384K
3 +$374K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$368K
5
HSY icon
Hershey
HSY
+$351K

Sector Composition

1 Technology 29.59%
2 Healthcare 15.24%
3 Financials 11.22%
4 Industrials 10.17%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$12.6K ﹤0.01%
12,317
227
-6,521
228
-4,265
229
-1,884
230
-3,394
231
-1,528
232
-708