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WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.5M
3
+$8.94M
4
CRWD icon
CrowdStrike
CRWD
+$6.26M
5
SNOW icon
Snowflake
SNOW
+$5.76M

Top Sells

1
+$20.7M
2
+$14.2M
3
+$10.4M
4
MSI icon
Motorola Solutions
MSI
+$9.37M
5
CVX icon
Chevron
CVX
+$6.2M

Sector Composition

1 Technology 24.93%
2 Financials 11.57%
3 Communication Services 7.54%
4 Consumer Discretionary 7.42%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALGN icon
701
Align Technology
ALGN
$12.9B
$53.3K ﹤0.01%
318
-65
LFUS icon
702
Littelfuse
LFUS
$11.9B
$53.2K ﹤0.01%
191
CELH icon
703
Celsius Holdings
CELH
$7.67B
$53.1K ﹤0.01%
1,091
+237
PPG icon
704
PPG Industries
PPG
$26.9B
$53K ﹤0.01%
502
-364
GDDY icon
705
GoDaddy
GDDY
$10.4B
$53K ﹤0.01%
442
-15
HTGC icon
706
Hercules Capital
HTGC
$2.93B
$52.9K ﹤0.01%
+2,844
KBH icon
707
KB Home
KBH
$3.37B
$52.8K ﹤0.01%
924
JPST icon
708
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$52.6K ﹤0.01%
1,040
AMLP icon
709
Alerian MLP ETF
AMLP
$12B
$52.6K ﹤0.01%
1,125
+1,000
APAM icon
710
Artisan Partners
APAM
$2.59B
$52.4K ﹤0.01%
1,212
BBHY icon
711
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$612M
$52.2K ﹤0.01%
1,118
+427
GSLC icon
712
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$51.9K ﹤0.01%
386
-109
BNDX icon
713
Vanguard Total International Bond ETF
BNDX
$82.2B
$51.3K ﹤0.01%
+1,059
NVR icon
714
NVR
NVR
$17.4B
$50.7K ﹤0.01%
7
CVLT icon
715
Commault Systems
CVLT
$5.16B
$50.3K ﹤0.01%
400
VVV icon
716
Valvoline
VVV
$4.81B
$50K ﹤0.01%
1,647
DNL icon
717
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$489M
$49.3K ﹤0.01%
1,149
FFIV icon
718
F5
FFIV
$21.9B
$49.3K ﹤0.01%
182
CPAY icon
719
Corpay
CPAY
$23.6B
$49.2K ﹤0.01%
155
-1
TRNO icon
720
Terreno Realty
TRNO
$7.01B
$47.7K ﹤0.01%
811
-89
OPCH icon
721
Option Care Health
OPCH
$3.39B
$47.4K ﹤0.01%
1,446
IYR icon
722
iShares US Real Estate ETF
IYR
$4.67B
$47.4K ﹤0.01%
500
SAIA icon
723
Saia
SAIA
$12.2B
$47.2K ﹤0.01%
129
+2
BKF icon
724
iShares MSCI BIC ETF
BKF
$80.2M
$47.1K ﹤0.01%
1,045
IRM icon
725
Iron Mountain
IRM
$38.1B
$46.9K ﹤0.01%
552
-31
27 28
29
30 31