Instuitional Investor - M.e. Allison & Co., Inc.
Fund Profile
Filing Period:
Fund Name: | M.e. Allison & Co., Inc. |
Portfolio Value | $90,742,408 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Capital Group Dividend Value | 107,745 | $3,799,056 | 4.18% | |
2. | SPY | 6,211 | $3,640,073 | 4.01% | |
3. | Capital Group Growth Etf | 83,343 | $3,097,869 | 3.41% | |
4. | J P Morgan Exchange Traded F | 46,040 | $2,648,726 | 2.91% | |
5. | Janus Detroit Str Tr | 51,356 | $2,604,282 | 2.86% |