We are live on ! Find out more
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
–

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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.04T
$435M 100%
+996,271
New +$408M

Similar funds

WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
AIM
Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
DP
Diadema Partners Morristown, New Jersey $588M AUM 182.75% 1-Year Est. Return
PSH
Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return

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.