INVESTRUST
INVESTRUST runs INVESTRUST and currently holds 91 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $237.98M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INVESTRUST ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INVESTRUST's portfolio at INVESTRUST has delivered returns of +11.45%. Their 3-year annualized return is +12.78%. Looking at the 5-year horizon, INVESTRUST has achieved +12.78% annualized returns at INVESTRUST.
Portfolio Value
$237.98M
Alpha Score
11.3
#0 of 1000
Holdings
91
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|