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Home > Institutional Investor > Investrust > Profile

Instuitional Investor - Investrust

Fund Profile
Filing Period:
Fund Name: Investrust
Portfolio Value $359,562,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 36,625 $15,519,112 4.31%
2.
Apple Inc.
 AAPL 43,244 $10,876,539 3.02%
3.
Jpmorgan Chase & Co
 JPM 44,160 $10,577,939 2.94%
4.
Vanguard Tax-Managed Fds
 220,470 $10,540,671 2.93%
5.
Eli Lilly & Co
 LLY 11,381 $8,797,019 2.44%
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)