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Home > Institutional Investor > Trust Point Inc. > Profile

Instuitional Investor - Trust Point Inc.

Fund Profile
Filing Period:
Fund Name: Trust Point Inc.
Portfolio Value $1,096,237,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard
 1,179,433 $228,798,313 20.87%
2.
Wisdomtree
 2,974,123 $130,564,141 11.91%
3.
Ishares
 1,817,563 $87,879,234 8.02%
4.
Vanguard
 233,757 $60,082,561 5.48%
5.
Principal Financial Group Inc
 PFG 369,684 $31,190,242 2.85%
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)