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Home > Institutional Investor > Broyhill Asset Management > Profile

Instuitional Investor - Broyhill Asset Management

Fund Profile
Filing Period:
Fund Name: Broyhill Asset Management
Portfolio Value $113,504,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 123,886 $10,156,189 8.94%
2.
Philip Morris International Inc.
 PM 83,724 $10,076,183 8.87%
3.
Baxter International Inc
 BAX 164,712 $4,803,002 4.23%
4.
Fiserv Inc
 FI 22,305 $4,581,893 4.03%
5.
Avantor Inc.
 AVTR 215,297 $4,536,308 3.99%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)