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Home > Institutional Investor > Bridgeport Financial Solutions, Llc > Profile

Instuitional Investor - Bridgeport Financial Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Bridgeport Financial Solutions, Llc
Portfolio Value $220,894,407
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,934 $30,525,504 13.82%
2.
Berkshire Hathaway Inc
 BRKB 19,124 $9,608,125 4.35%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 16,065 $8,642,704 3.91%
4.
Ishares Tr - MSCI USA MIN VOL
 81,512 $7,605,870 3.44%
5.
Putnam Etf Trust
 193,673 $7,438,980 3.37%
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)