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Home > Institutional Investor > Foster & Motley Inc > Profile

Instuitional Investor - Foster & Motley Inc

Fund Profile
Filing Period:
Fund Name: Foster & Motley Inc
Portfolio Value $1,537,644
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,592,229 $86,088 5.59%
2.
Apple Inc.
 AAPL 246,608 $61,756 4.01%
3.
Schwab Strategic Trust
 FNDF 3,162,957 $58,515 3.8%
4.
Hartford Multifactor Developed Markets Etf
 2,052,663 $58,337 3.79%
5.
Janus Henderson Mortgage-Backed Etf
 1,245,271 $55,016 3.57%
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)