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Home > Institutional Investor > Cetera Trust Company, N.a > Profile

Instuitional Investor - Cetera Trust Company, N.a

Fund Profile
Filing Period:
Fund Name: Cetera Trust Company, N.a
Portfolio Value $160,465,665
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,266 $9,677,713 6.03%
2.
Microsoft Corp
 MSFT 16,093 $6,051,612 3.77%
3.
Lam Research Corp
 LRCX 5,281 $4,136,396 2.57%
4.
Mckesson Corp
 MCK 7,960 $3,685,321 2.29%
5.
Amazon Com Inc
 AMZN 24,212 $3,678,771 2.29%
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)