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Home > Institutional Investor > Acadia Trust Na > Profile

Instuitional Investor - Acadia Trust Na

Fund Profile
Filing Period:
Fund Name: Acadia Trust Na
Portfolio Value $329,893,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 100,585 $11,882,000 3.6%
2.
Accenture Plc
 ACN 93,785 $11,457,000 3.47%
3.
Procter & Gamble Co
 PG 120,361 $10,802,000 3.27%
4.
Microsoft Corp
 MSFT 180,578 $10,401,000 3.15%
5.
Ventas Inc
 VTR 142,645 $10,075,000 3.05%
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)