Instuitional Investor - Morton Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Morton Capital Management Llc
Portfolio Value $731,276,472
Filing Period:
No. Security Ticker Shares Value % Port
1. OUNZ 3,519,350 $135,811,714 18.57%
2. DFAC 2,465,252 $90,819,901 12.42%
3.
Wisdomtree Tr
1,740,568 $87,637,611 11.98%
4.
Tcw Etf Trust
1,832,248 $71,842,436 9.82%
5. DFAC 1,583,859 $70,260,004 9.61%