TC

Trust Company Portfolio holdings

AUM $1.07B
1-Year Est. Return 11.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$991K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$2.73M
2 +$1.83M
3 +$1.66M
4
BND icon
Vanguard Total Bond Market
BND
+$1.5M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.42M

Sector Composition

1 Technology 2.88%
2 Financials 1.85%
3 Healthcare 1.44%
4 Industrials 1%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANET icon
276
Arista Networks
ANET
$210B
$64.3K 0.01%
524
+94
SPYG icon
277
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$47.9B
$63.7K 0.01%
651
+331
VLO icon
278
Valero Energy
VLO
$67.6B
$61.7K 0.01%
250
+201
MDT icon
279
Medtronic
MDT
$109B
$58.3K 0.01%
673
-476
EW icon
280
Edwards Lifesciences
EW
$47B
$58.1K 0.01%
725
VSDM
281
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$541M
$57.9K 0.01%
759
+307
TCHP icon
282
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.06B
$57.4K 0.01%
1,300
TXN icon
283
Texas Instruments
TXN
$213B
$57.3K 0.01%
295
CPB icon
284
Campbell Soup
CPB
$6.34B
$56.2K 0.01%
2,523
+2,235
GLW icon
285
Corning
GLW
$142B
$55.9K 0.01%
411
+110
SGOL icon
286
abrdn Physical Gold Shares ETF
SGOL
$8.21B
$55.8K 0.01%
1,250
ENB icon
287
Enbridge
ENB
$114B
$55.7K 0.01%
1,028
+314
HYMB icon
288
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.89B
$55.6K 0.01%
2,243
+570
RJF icon
289
Raymond James Financial
RJF
$30B
$54.9K 0.01%
379
JSCP icon
290
JPMorgan Short Duration Core Plus ETF
JSCP
$1.42B
$54.7K 0.01%
+1,157
BIIB icon
291
Biogen
BIIB
$26.9B
$53.3K 0.01%
291
KLAC icon
292
KLA
KLAC
$237B
$53.1K 0.01%
36
+9
MCHP icon
293
Microchip Technology
MCHP
$43.5B
$52.5K ﹤0.01%
812
NSC icon
294
Norfolk Southern
NSC
$68.3B
$51.7K ﹤0.01%
180
+20
VCIT icon
295
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$51.7K ﹤0.01%
624
+2
CVS icon
296
CVS Health
CVS
$98.1B
$51.4K ﹤0.01%
716
-4
SYY icon
297
Sysco
SYY
$36.5B
$51.1K ﹤0.01%
716
+100
IBDX icon
298
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.65B
$50.2K ﹤0.01%
1,988
+8
TRV icon
299
Travelers Companies
TRV
$64B
$50.2K ﹤0.01%
172
IBDY icon
300
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.06B
$50K ﹤0.01%
1,936
+8