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Home > Institutional Investor > Trust Investment Advisors > Profile

Instuitional Investor - Trust Investment Advisors

Fund Profile
Filing Period:
Fund Name: Trust Investment Advisors
Portfolio Value $128,294,482
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 55,061 $10,600,935 8.26%
2.
Eli Lilly & Co
 LLY 17,582 $10,248,994 7.98%
3.
Microsoft Corp
 MSFT 23,595 $8,872,529 6.91%
4.
Broadcom Inc.
 AVGO 27,490 $3,068,461 2.39%
5.
Rio Tinto Plc
 RIO 37,042 $2,758,147 2.14%
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)