Instuitional Investor - Rowland Carmichael Advisors Inc V
Fund Profile
Filing Period:
| Fund Name: | Rowland Carmichael Advisors Inc V |
| Portfolio Value | $316,151,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 471,791 | $16,989,000 | 5.37% | |
| 2. | AAPL | 110,733 | $14,693,000 | 4.64% | |
| 3. | Ishares Inc - MSCI JPN ETF NEW | 165,882 | $11,207,000 | 3.54% | |
| 4. | Vanguard Index Fds - REAL ESTATE ETF | 102,926 | $8,742,000 | 2.76% | |
| 5. | Ishares Tr - ESG AWR MSCI USA | 87,093 | $7,493,000 | 2.37% |
