TC

Trust Company Portfolio holdings

AUM $1.07B
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$88.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1 +$9.38M
2 +$4.93M
3 +$4.07M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.25M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$3.25M

Sector Composition

1 Technology 3.03%
2 Financials 2.04%
3 Healthcare 1.59%
4 Industrials 0.93%
5 Communication Services 0.82%