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Home > Institutional Investor > Charter Trust Co > Profile

Instuitional Investor - Charter Trust Co

Fund Profile
Filing Period:
Fund Name: Charter Trust Co
Portfolio Value $1,341,467,204
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 480,880 $92,559,783 6.89%
2.
Apple Inc.
 AAPL 273,385 $52,634,814 3.92%
3.
Ishares Trust
 IEF 495,897 $49,217,778 3.66%
4.
Eli Lilly & Co
 LLY 78,863 $45,970,820 3.42%
5.
Ishares Trust
 IEF 94,836 $45,296,519 3.37%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)