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CTAF

Call To Action Foundation Portfolio holdings

AUM $579M
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
+11.23%
1 Year Est. Return
+20.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$435M
AUM Growth
–
Cap. Flow
+$408M
Cap. Flow %
93.73%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$408M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.06T
$435M 100%
+996,271
New +$408M
2023 Q4
0 quarters

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Call To Action Foundation's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Call To Action Foundation, which disclosed 1 position worth $435M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Vanguard S&P 500 ETF: 996,271 shares worth $435M.

  • Call To Action Foundation's largest Q4 2023 buy was Vanguard S&P 500 ETF: 996,271 shares worth $435M.
  • Call To Action Foundation's ten largest holdings make up 100% of its $435M portfolio in Q4 2023.
  • Call To Action Foundation disclosed 1 position in Q4 2023, its first 13F filing on record.

Based on Call To Action Foundation's 13F filing for Q4 2023, filed 14 Feb 2024.