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Home > Institutional Investor > Beam Asset Management, Llc > Profile

Instuitional Investor - Beam Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Beam Asset Management, Llc
Portfolio Value $157,691,606
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 132,189 $13,481,980 8.54%
2.
Ishares Trust
 IEF 24,191 $11,554,385 7.32%
3.
Ishares Trust
 IEF 130,540 $10,709,498 6.79%
4.
Spdr Ser Tr
 95,336 $8,712,786 5.52%
5.
Ishares Trust
 IEF 78,245 $6,598,432 4.18%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)