TRUST CO OF TENNESSEE

PrivateCIK: 2025098
Location

KNOXVILLE, TN

8
Positions
$537.03M
Total AUM (reported)
3.07M
Total Shares

Allocation by class

TOTAL AUM$537.03M8 positions
EQUITIES$463.94M86.4%
MUTUAL FUNDS$73.08M13.6%

Portfolio Concentration

Top 371.3%4–1028.7%TOP 10100.0%0%100%
Top 3$383.04M71.3%
4–10$153.98M28.7%

Top 3 weight

71.3%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 3.07M

Sole

Full voting authority

3.06M

shares

% of voting shares99.9%
Shared

Joint voting authority

154.00

shares

% of voting shares0.0%
None

No voting authority

2.70K

shares

% of voting shares0.1%

Investment Discretion (by position count)

Sole8
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings8
Rows:

Invesco S&P 500 Equal Weight ET

SOLE
Equities
Shares991.46K
TypeSH
Market value$190.28M
35.43%
Sole
990.50K
Shared
37.00
None
920.00

Vanguard Growth Vipers ETF

SOLE
Equities
Shares228.44K
TypeSH
Market value$99.77M
18.58%
Sole
228.21K
Shared
22.00
None
209.00

Vanguard Value Vipers ETF

SOLE
Equities
Shares473.95K
TypeSH
Market value$92.99M
17.32%
Sole
473.38K
Shared
53.00
None
518.00

Vanguard Index Fd S&P 500 ETF

SOLE
Equities
Shares123.09K
TypeSH
Market value$73.55M
13.70%
Sole
123.09K
Shared
0.00
None
0.00

IShares Core US REIT ETF

SOLE
Mutual Funds
Shares1.23M
TypeSH
Market value$73.08M
13.61%
Sole
1.23M
Shared
42.00
None
1.05K

Ishares Russell 1000 Index Fund

SOLE
Equities
Shares10.66K
TypeSH
Market value$3.80M
0.71%
Sole
10.66K
Shared
0.00
None
0.00

Ishares Core S&P 500 ETF

SOLE
Equities
Shares3.47K
TypeSH
Market value$2.27M
0.42%
Sole
3.47K
Shared
0.00
None
0.00

SPDR S&P 500 ETF

SOLE
Equities
Shares1.96K
TypeSH
Market value$1.28M
0.24%
Sole
1.96K
Shared
0.00
None
0.00