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Home > Institutional Investor > Brightworth > Profile

Instuitional Investor - Brightworth

Fund Profile
Filing Period:
Fund Name: Brightworth
Portfolio Value $933,419,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Msci Total Intl Stk Etf
 3,260,447 $166,022,000 17.78%
2.
Ishares Trust
 IEF 415,493 $149,016,000 15.96%
3.
Vanguard Muni Bnd Tax
 1,363,024 $65,616,000 7.02%
4.
Sector Spdr Trust
 XLB 519,160 $61,666,000 6.6%
5.
Vanguard Bond Index Funds
 BND 445,978 $31,812,000 3.4%
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)