TC
Trust Company Portfolio holdings
AUM
$1.07B
1-Year Est. Return
12.21%
This Fund
S&P 500
1 Year Est. Return
+12.21%
AUM
$978M
AUM Growth
+$91.6M
(+10%)
Holding
428
Top Buys
| 1 | +$15.4M | |
| 2 | +$6.18M | |
| 3 | +$5.52M | |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$4.52M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$4.35M |
Top Sells
| 1 | +$916K | |
| 2 | +$785K | |
| 3 | +$612K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$509K |
| 5 |
Northrop Grumman
NOC
|
+$506K |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Financials | 1.3% |
| 3 | Healthcare | 0.94% |
| 4 | Communication Services | 0.71% |
| 5 | Industrials | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
BHP
BHP
$192B
| – | – |
-249
|
|