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Home > Institutional Investor > Captrust Financial Advisors > Profile

Instuitional Investor - Captrust Financial Advisors

Fund Profile
Filing Period:
Fund Name: Captrust Financial Advisors
Portfolio Value $39,859,927,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,677,320 $2,066,286,957 5.18%
2.
Apple Inc.
 AAPL 6,117,842 $1,358,956,163 3.41%
3.
Vanguard Ftse Developed Markets Etf - ETF
 20,681,837 $1,051,260,459 2.64%
4.
Vanguard Value - ETF
 5,644,755 $975,075,002 2.45%
5.
Microsoft Corp
 MSFT 2,570,584 $964,971,473 2.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)