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
$160M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.81M
3 +$1.49M
4
SO icon
Southern Company
SO
+$1.46M
5
NUE icon
Nucor
NUE
+$1.35M

Top Sells

1 +$3.43M
2 +$2.91M
3 +$2.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.06M

Sector Composition

1 Healthcare 13.82%
2 Financials 13.26%
3 Technology 10.05%
4 Industrials 9.97%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$9K 0.01%
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150
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$8K 0.01%
+120