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Home > Institutional Investor > Consolidated Planning Corp > Profile

Instuitional Investor - Consolidated Planning Corp

Fund Profile
Filing Period:
Fund Name: Consolidated Planning Corp
Portfolio Value $536,973,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amplify Etf Tr
 1,101,790 $40,270,424 7.49%
2.
Ishares Trust
 IEF 350,185 $34,626,331 6.44%
3.
Capital Group Intl Focus Eqt
 1,125,157 $26,857,488 5%
4.
Vanguard Index Fds
 99,236 $23,540,686 4.38%
5.
Microsoft Corp
 MSFT 55,888 $21,016,072 3.91%
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)