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Home > Institutional Investor > Fintrust Capital Advisors, Llc > Profile

Instuitional Investor - Fintrust Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fintrust Capital Advisors, Llc
Portfolio Value $591,328,183
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 62,938 $36,303,984 6.14%
2.
Ishares Tr - CR 5 10 YR ETF
 505,050 $22,487,851 3.8%
3.
Apple Inc.
 AAPL 86,154 $20,073,925 3.39%
4.
Ishares Tr - CORE MSCI EAFE
 208,148 $16,245,922 2.75%
5.
Capital Grp Fixed Incm Etf T
 634,941 $14,679,826 2.48%
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)