TC
Trust Company Portfolio holdings
AUM
$886M
This Quarter Return
+1.84%
1 Year Return
+9.94%
3 Year Return
+30.85%
5 Year Return
+53.74%
10 Year Return
+126.44%
AUM
$219M
AUM Growth
+$219M
(+1.2%)
Cap. Flow
+$2.92K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
371
New
29
Increased
97
Reduced
81
Closed
25
Top Buys
| 1 |
CERN
Cerner Corp
CERN
|
$2.36M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.07M |
| 3 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$1.54M |
| 4 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$1.38M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.27M |
Top Sells
Sector Composition
| 1 | Healthcare | 12.83% |
| 2 | Technology | 11.46% |
| 3 | Financials | 11.29% |
| 4 | Industrials | 8.26% |
| 5 | Consumer Discretionary | 7.38% |
