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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 $1,065,329,426
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 164,213 $94,721,342 8.42%
2.
Ishares Trust
 IEF 1,033,266 $64,393,136 5.72%
3.
Vanguard Scottsdale Funds
 718,432 $60,168,679 5.35%
4.
Vanguard Scottsdale Funds
 445,355 $59,205,805 5.26%
5.
Ishares Tr - CORE MSCI EAFE
 600,693 $46,884,088 4.17%
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)