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Home > Institutional Investor > Advocate Group Llc > Profile

Instuitional Investor - Advocate Group Llc

Fund Profile
Filing Period:
Fund Name: Advocate Group Llc
Portfolio Value $465,835,973
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 483,794 $31,514,317 6.76%
2.
Vanguard Tax-Managed Fds
 309,361 $14,818,402 3.18%
3.
Abbvie Inc.
 ABBV 78,212 $12,120,514 2.6%
4.
International Business Machines Corp
 IBM 70,515 $11,532,800 2.47%
5.
Microsoft Corp
 MSFT 30,627 $11,516,977 2.47%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)