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Home > Institutional Investor > Asset Management Group, Inc. > Profile

Instuitional Investor - Asset Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Asset Management Group, Inc.
Portfolio Value $562,432,933
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - SM CP VAL ETF
 147,464 $29,224,364 5.19%
2.
Apple Inc.
 AAPL 99,397 $24,891,056 4.42%
3.
Invesco Qqq Tr
 40,706 $20,810,209 3.7%
4.
Ishares Trust
 IEF 151,668 $19,616,706 3.48%
5.
Ishares Trust
 IEF 31,029 $18,265,952 3.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)