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Home > Institutional Investor > Rowland Carmichael Advisors Inc V > Profile

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.
Schwab Strategic Trust
 FNDF 471,791 $16,989,000 5.37%
2.
Apple Inc.
 AAPL 110,733 $14,693,000 4.64%
3.
Ishares Inc
 165,882 $11,207,000 3.54%
4.
Vanguard Index Fds
 102,926 $8,742,000 2.76%
5.
Ishares Tr
 87,093 $7,493,000 2.37%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)