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Home > Institutional Investor > Coconut Grove Bank > Profile

Instuitional Investor - Coconut Grove Bank

Fund Profile
Filing Period:
Fund Name: Coconut Grove Bank
Portfolio Value $543,546,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard
 118,251 $51,652,037 9.5%
2.
Ishares Trust
 IEF 132,826 $36,812,726 6.77%
3.
Apple Inc.
 AAPL 172,667 $33,243,578 6.11%
4.
Ishares Trust
 IEF 302,806 $32,778,750 6.03%
5.
Ishares Trust
 IEF 30,319 $14,481,264 2.66%
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)