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Home > Institutional Investor > Fiduciary Alliance Llc > Profile

Instuitional Investor - Fiduciary Alliance Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Alliance Llc
Portfolio Value $507,794,419
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 153,354 $29,525,164 5.81%
2.
Microsoft Corp
 MSFT 78,364 $29,468,017 5.8%
3.
Spdr S & P 500 Etf Trust
 SPY 45,080 $21,427,022 4.21%
4.
Conocophillips
 COP 153,836 $17,855,724 3.51%
5.
Jpmorgan Chase & Co
 JPM 103,981 $17,687,090 3.48%
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)