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Home > Institutional Investor > Colony Group Llc > Profile

Instuitional Investor - Colony Group Llc

Fund Profile
Filing Period:
Fund Name: Colony Group Llc
Portfolio Value $6,657,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust Core Msci Total Intl Stk E
 5,240,510 $314,378 4.72%
2.
Vanguard S&P 500 Etf
 749,280 $294,242 4.41%
3.
Berkshire Hathaway Inc
 BRK.A 406 $215,780 3.24%
4.
Microsoft Corp
 MSFT 646,720 $204,202 3.06%
5.
Apple Inc.
 AAPL 1,072,252 $183,580 2.75%
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)