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Home > Institutional Investor > Trust Co Of The South > Profile

Instuitional Investor - Trust Co Of The South

Fund Profile
Filing Period:
Fund Name: Trust Co Of The South
Portfolio Value $378,298,875
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,911,319 $100,019,323 26.43%
2.
Dimensional Etf Trust
 1,936,356 $72,071,296 19.05%
3.
Dimensional Etf Trust
 1,025,863 $29,985,932 7.92%
4.
Live Oak Bancshares Inc.
 LOB 330,600 $15,042,300 3.97%
5.
Spdr S & P 500 Etf Trust
 SPY 31,434 $14,940,895 3.94%
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)