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Home > Institutional Investor > West Chester Capital Advisors, Inc > Profile

Instuitional Investor - West Chester Capital Advisors, Inc

Fund Profile
Filing Period:
Fund Name: West Chester Capital Advisors, Inc
Portfolio Value $54,129,770
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 55,742 $21,889,883 40.43%
2.
Live Oak Bancshares Inc.
 LOB 112,344 $3,252,358 6%
3.
Apple Inc.
 AAPL 12,971 $2,220,764 4.1%
4.
Ameriserv Financial Inc
 ASRV 718,251 $1,903,365 3.51%
5.
Berkshire Hathaway Inc
 BRK.A 5,166 $1,809,649 3.34%
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)