Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Aafmaa Wealth Management & Trust Llc > Profile

Instuitional Investor - Aafmaa Wealth Management & Trust Llc

Fund Profile
Filing Period:
Fund Name: Aafmaa Wealth Management & Trust Llc
Portfolio Value $176,329,832
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 361,593 $27,976,450 15.86%
2.
Ishares Tr
 130,989 $10,137,239 5.74%
3.
Ishares Trust
 IEF 82,738 $9,155,787 5.19%
4.
Salesforce Inc.
 CRM 26,714 $7,029,522 3.98%
5.
Zoetis Inc.
 ZTS 33,739 $6,659,066 3.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)