TC

Trust Company Portfolio holdings

AUM $978M
1-Year Est. Return 8.49%
This Quarter Est. Return
1 Year Est. Return
+8.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$26.5M
2 +$9.75M
3 +$3.62M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.86M

Sector Composition

1 Technology 2.13%
2 Financials 1.2%
3 Healthcare 0.95%
4 Consumer Discretionary 0.72%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.4K ﹤0.01%
140
227
$23.7K ﹤0.01%
220
228
$23.5K ﹤0.01%
144
229
$23.5K ﹤0.01%
949
230
$22.5K ﹤0.01%
210
231
$22.2K ﹤0.01%
612
232
$22.1K ﹤0.01%
344
233
$22.1K ﹤0.01%
200
234
$20.8K ﹤0.01%
2,195
235
$20.4K ﹤0.01%
200
236
$20K ﹤0.01%
308
237
$19.8K ﹤0.01%
400
238
$19.4K ﹤0.01%
721
239
$19K ﹤0.01%
161
240
$19K ﹤0.01%
+625
241
$19K ﹤0.01%
109
242
$18.8K ﹤0.01%
1,515
243
$18.8K ﹤0.01%
75
244
$18.4K ﹤0.01%
235
245
$17.6K ﹤0.01%
170
246
$17.5K ﹤0.01%
87
247
$16.5K ﹤0.01%
180
248
$15.9K ﹤0.01%
100
249
$15.8K ﹤0.01%
165
250
$15.7K ﹤0.01%
413