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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
$1.73B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.24M
3
+$1.79M
4
IAU icon
iShares Gold Trust
IAU
+$1.17M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.16M

Top Sells

1
+$4.23M
2
+$1.17M
3
+$1.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.04M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$726K

Sector Composition

1 Technology 18.84%
2 Healthcare 9.26%
3 Consumer Discretionary 8.99%
4 Financials 8.93%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
528
827
$9K ﹤0.01%
762
828
$9K ﹤0.01%
139
829
$9K ﹤0.01%
255
830
$9K ﹤0.01%
270
831
$9K ﹤0.01%
25
832
$9K ﹤0.01%
42
833
$8K ﹤0.01%
159
834
$8K ﹤0.01%
271
-1,695
835
$8K ﹤0.01%
915
836
$8K ﹤0.01%
90
837
$8K ﹤0.01%
100
838
$8K ﹤0.01%
+265
839
$8K ﹤0.01%
250
840
$8K ﹤0.01%
248
841
$8K ﹤0.01%
2,668
-1,281
842
$8K ﹤0.01%
90
843
$8K ﹤0.01%
225
844
$7K ﹤0.01%
596
845
$7K ﹤0.01%
177
846
$7K ﹤0.01%
47
847
$7K ﹤0.01%
35
848
$7K ﹤0.01%
+7,350
849
$7K ﹤0.01%
182
850
$7K ﹤0.01%
+1,666
32 33
34
35 36