Colonial Trust Advisors
CIK Number: 0001567993
1.16B
Market Value
669
# of Holdings
12 months
Avg. Holding Period
74.10%
Win Rate
30.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | 229.83 | +0.69% | 385.48K | +1.98% | 89.82M | 97.97 | 7.77% | |
| 2 | Microsoft Corp ... | 428.49 | +0.92% | 149.06K | +2.43% | 64.14M | 70.63 | 5.55% | |
| 3 | Ishares Core S&... | 600.59 | +1.00% | 66.81K | +11.44% | 38.54M | 331.56 | 3.33% | |
| 4 | Lilly Eli & Co ... | 726.05 | -4.16% | 37.78K | +2.16% | 33.47M | 109.92 | 2.89% | |
| 5 | Amazon Com Inc ... | 225.84 | +2.35% | 138.93K | +3.91% | 25.89M | 107.68 | 2.24% |
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