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Home > Institutional Investor > Cape Cod Five Cents Savings Bank > Profile

Instuitional Investor - Cape Cod Five Cents Savings Bank

Fund Profile
Filing Period:
Fund Name: Cape Cod Five Cents Savings Bank
Portfolio Value $1,844,484,681
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 387,400 $166,361,181 9.01%
2.
Ishares Trust
 IEF 460,408 $114,802,734 6.22%
3.
Ishares Tr
 1,168,452 $75,189,885 4.07%
4.
Vanguard Bond Index Funds
 BND 1,000,654 $72,357,290 3.92%
5.
Spdr Ser Tr
 2,512,334 $72,154,232 3.91%
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)