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Home > Institutional Investor > Charles Carroll Financial Partners, Llc > Profile

Instuitional Investor - Charles Carroll Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Charles Carroll Financial Partners, Llc
Portfolio Value $92,952,434
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 51,833 $9,978,902 10.73%
2.
United Rentals Inc.
 URI 13,900 $7,970,538 8.57%
3.
Alphabet Inc.
 GOOG 50,220 $7,077,905 7.61%
4.
Microsoft Corp
 MSFT 17,910 $6,735,012 7.24%
5.
Blackrock Inc.
 BLK 8,255 $6,701,409 7.2%
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)