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Home > Institutional Investor > Concentrum Wealth Management > Profile

Instuitional Investor - Concentrum Wealth Management

Fund Profile
Filing Period:
Fund Name: Concentrum Wealth Management
Portfolio Value $284,307,221
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 123,447 $72,279,577 25.42%
2.
Nvidia Corp
 NVDA 288,668 $38,765,211 13.63%
3.
Apple Inc.
 AAPL 124,693 $31,225,569 10.98%
4.
Powershares Qqq Tr
 19,792 $10,118,055 3.55%
5.
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf
 159,253 $9,405,495 3.3%
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)