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Home > Institutional Investor > Bleakley Financial Group, Llc > Profile

Instuitional Investor - Bleakley Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Bleakley Financial Group, Llc
Portfolio Value $3,146,684,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 563,702 $122,971,516 3.9%
2.
Apple Inc.
 AAPL 611,015 $117,638,766 3.73%
3.
Sprott Physical Gold & Silve
 6,019,273 $115,269,081 3.66%
4.
Vanguard Index Fds
 551,983 $82,521,509 2.62%
5.
Microsoft Corp
 MSFT 216,230 $81,311,213 2.58%
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)