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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 $35,010,288,432
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,426,869 $2,017,327,112 5.76%
2.
Apple Inc.
 AAPL 5,169,675 $1,294,590,061 3.69%
3.
Vanguard Value - ETF
 5,506,158 $932,192,752 2.66%
4.
Vanguard Ftse Developed Markets Etf - ETF
 18,947,484 $906,070,767 2.58%
5.
Microsoft Corp
 MSFT 2,123,871 $895,211,423 2.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)