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Home > Institutional Investor > Taylor Hoffman Wealth Management > Profile

Instuitional Investor - Taylor Hoffman Wealth Management

Fund Profile
Filing Period:
Fund Name: Taylor Hoffman Wealth Management
Portfolio Value $221,598,803
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 98,456 $18,955,673 8.55%
2.
Arista Networks Inc.
 ANET 144,780 $8,524,284 3.84%
3.
Meta Platforms Inc.
 META 20,703 $7,328,034 3.3%
4.
Applied Materials Inc
 AMAT 44,623 $7,232,050 3.26%
5.
Lam Research Corp
 LRCX 88,700 $6,947,516 3.13%
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)