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Home > Institutional Investor > Calton & Associates, Inc. > Profile

Instuitional Investor - Calton & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Calton & Associates, Inc.
Portfolio Value $248,543,816
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 248,267 $12,472,943 5.01%
2.
Invesco Qqq Tr
 27,722 $11,352,646 4.56%
3.
Apple Inc.
 AAPL 48,625 $9,361,844 3.76%
4.
Spdr S & P 500 Etf Trust
 SPY 16,387 $7,788,738 3.13%
5.
Vanguard World Fund
 84,279 $7,775,563 3.12%
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)