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
$512M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$36.5M
2 +$24.5M
3 +$7.78M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.45M

Top Sells

1 +$2.8M
2 +$1.05M
3 +$718K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$692K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$549K

Sector Composition

1 Technology 3.65%
2 Financials 2.48%
3 Healthcare 2.34%
4 Consumer Discretionary 1.74%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
1,040
302
$6K ﹤0.01%
60
303
$6K ﹤0.01%
100
304
$5K ﹤0.01%
100
305
$5K ﹤0.01%
40
306
$5K ﹤0.01%
63
307
$5K ﹤0.01%
337
308
$5K ﹤0.01%
520
309
$4K ﹤0.01%
100
310
$4K ﹤0.01%
48
311
$4K ﹤0.01%
242
312
$4K ﹤0.01%
52
313
$4K ﹤0.01%
21
314
$4K ﹤0.01%
78
315
$4K ﹤0.01%
25
316
$4K ﹤0.01%
83
317
$4K ﹤0.01%
+72
318
$3K ﹤0.01%
55
319
$3K ﹤0.01%
259
320
$3K ﹤0.01%
14
321
$3K ﹤0.01%
26
322
$3K ﹤0.01%
40
323
$2K ﹤0.01%
58
324
$2K ﹤0.01%
51
325
$2K ﹤0.01%
+119