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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 $501,797,756
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 61,687 $29,463,568 5.93%
2.
Ishares Tr
 540,372 $23,503,466 4.73%
3.
Apple Inc.
 AAPL 106,964 $20,593,683 4.14%
4.
Ishares Tr
 213,262 $15,002,991 3.02%
5.
Microsoft Corp
 MSFT 37,612 $14,143,712 2.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)