INVESTRUST 13F Portfolio
INVESTRUST runs INVESTRUST and currently holds 95 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $259.83M. Their top holdings are VEA, IBDS, IJJ, IBDT, IBDR. The top five represent 19.1% of reported portfolio weight. INVESTRUST ranks #893 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INVESTRUST initiated 4 new positions. They added to 16 existing positions. They trimmed 56 positions. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$259.83M
Alpha Score
21.7
#893 of 1000
Holdings
95
INVESTRUST Current 13F Holdings
Reported holdings from INVESTRUST's latest SEC 13F filing, ranked by portfolio weight.
95 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 6.37% | $48.79 | $70.36 | +44.20% | Added +0.30% |
 IBDS ISHARES TR | 3.30% | $24.00 | $24.10 | +0.42% | Added +1.73% |
 IJJ ISHARES TR | 3.24% | $124.96 | $140.30 | +12.28% | Trimmed -4.36% |
 IBDT ISHARES TR | 3.23% | $25.05 | $24.95 | -0.42% | Added +5.73% |
 IBDR ISHARES TR | 2.96% | $24.08 | $24.20 | +0.50% | Trimmed -2.09% |
 AAPL APPLE INC COM | 2.83% | $250.42 | $336.68 | +34.45% | Trimmed -2.57% |
 IBDU ISHARES TR | 2.76% | $23.12 | $22.69 | -1.88% | Added +13.31% |
 IWO ISHARES TR | 2.67% | $287.81 | $356.67 | +23.93% | Trimmed -0.06% |
 MSFT MICROSOFT CORP COM | 2.60% | $421.50 | $535.07 | +26.94% | Trimmed -2.31% |
 IJK ISHARES TR | 2.59% | $90.93 | $112.04 | +23.22% | Trimmed -5.13% |
Showing 1-10 of 95