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Home > Institutional Investor > Colonial Trust Advisors > Profile

Instuitional Investor - Colonial Trust Advisors

Fund Profile
Filing Period:
Fund Name: Colonial Trust Advisors
Portfolio Value $1,128,282,885
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 379,213 $94,962,538 8.41%
2.
Microsoft Corp
 MSFT 142,802 $60,190,950 5.33%
3.
Ishares Trust
 IEF 67,690 $39,847,656 3.53%
4.
Amazon Com Inc
 AMZN 137,631 $30,194,821 2.67%
5.
Eli Lilly & Co
 LLY 36,816 $28,422,099 2.51%
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)