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Home > Institutional Investor > Raymond James Trust Co. Of Nh > Profile

Instuitional Investor - Raymond James Trust Co. Of Nh

Fund Profile
Filing Period:
Fund Name: Raymond James Trust Co. Of Nh
Portfolio Value $8,942,069
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard
 5,852 $2,556,154 28.58%
2.
Ishares Trust
 IEF 16,538 $1,641,396 18.35%
3.
Ishares Trust
 IEF 2,265 $627,745 7.02%
4.
Ishares
 8,809 $619,713 6.93%
5.
Microsoft Corp
 MSFT 1,348 $506,899 5.66%
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)