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Home > Institutional Investor > Foster & Motley Inc > Profile

Instuitional Investor - Foster & Motley Inc

Fund Profile
Filing Period:
Fund Name: Foster & Motley Inc
Portfolio Value $1,731,017
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,522,946 $100,968 5.83%
2.
Schwab Strategic Trust
 FNDF 3,110,308 $68,738 3.97%
3.
Janus Henderson Mortgage-Backed Etf - ETF
 1,502,474 $67,686 3.91%
4.
Hartford Multifactor Developed Markets Etf - ETF
 1,970,169 $67,183 3.88%
5.
Apple Inc.
 AAPL 250,899 $51,477 2.97%
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)