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Home > Institutional Investor > Captrust Financial Advisors > Profile

Instuitional Investor - Captrust Financial Advisors

Fund Profile
Filing Period:
Fund Name: Captrust Financial Advisors
Portfolio Value $29,044,598,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,429,633 $1,160,465,548 3.99%
2.
Apple Inc.
 AAPL 5,627,380 $1,083,439,178 3.73%
3.
Microsoft Corp
 MSFT 2,185,092 $821,681,867 2.82%
4.
Vanguard Value
 4,821,209 $720,770,768 2.48%
5.
Spdr Bloomberg 1-3 Month T-Bill Etf
 6,473,064 $591,573,351 2.03%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)