BALLAST ADVISORS LLC
BALLAST ADVISORS LLC latest Q1_2021 13F filings reported $216,770,000 in market value on this 2021-04-26 report date . The portfolio quarterly return is 11.63%. This fund has 175 securities concentrations of 100% weights.
BALLAST ADVISORS LLC largest holding is Apple Inc. with weight of 7.83% and $16,982,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|