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Dec 21, 2011

Obama’s mutual fund

The vast majority of his mutual fund holdings are in the Vanguard FTSE Social Index fund (VFTSX).

According to the Vanguard site, the fund consists of mostly U.S. large and mid-sized companies that meet certain social and environmental criteria. The index tracks the performance of the FTSE4Good US Select.

The fund’s Top 10 holdings, according to the Vanguard site are:

1. JP Morgan Chase (JPM, Fortune 500)
2. Apple (AAPL, Fortune 500)
3. Google (GOOG, Fortune 500)
4. Intel (INTC, Fortune 500)
5. Qualcomm (QCOM, Fortune 500)
6. McDonald’s (MCD, Fortune 500)
7. Bank of America (BAC, Fortune 500)
8. Amgen (AMGN, Fortune 500)
9. CVS Caremark (CVS, Fortune 500)
10. Gilead (GILD, Fortune 500)

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