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Home > Institutional Investor > Raymond James Trust Co. Of Nh > Profile

Instuitional Investor - Raymond James Trust Co. Of Nh

Fund Profile
Filing Period:
Fund Name: Raymond James Trust Co. Of Nh
Portfolio Value $12,142,124
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard - ETF / CLOSED EN
 5,794 $3,057,319 25.18%
2.
Ishares Trust
 IEF 23,517 $2,381,567 19.61%
3.
Ishares Trust
 IEF 15,365 $957,548 7.89%
4.
Ishares - ETF / CLOSED EN
 9,251 $722,042 5.95%
5.
Microsoft Corp
 MSFT 1,570 $675,572 5.56%
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)