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Home > Institutional Investor > Smith, Salley & Associates > Profile

Instuitional Investor - Smith, Salley & Associates

Fund Profile
Filing Period:
Fund Name: Smith, Salley & Associates
Portfolio Value $1,547,580,251
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 272,160 $102,342,173 6.61%
2.
Apple Inc.
 AAPL 472,447 $90,960,154 5.87%
3.
Berkshire Hathaway Inc
 BRK.A 120,294 $42,903,538 2.77%
4.
Amazon Com Inc
 AMZN 280,728 $42,653,752 2.75%
5.
Alphabet Inc.
 GOOG 292,137 $41,170,798 2.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)