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Home > Institutional Investor > Custom Index Systems, Llc > Profile

Instuitional Investor - Custom Index Systems, Llc

Fund Profile
Filing Period:
Fund Name: Custom Index Systems, Llc
Portfolio Value $162,280,489
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 44,109 $8,492,305 5.23%
2.
Ishares Trust
 IEF 17,824 $5,403,702 3.32%
3.
Ishares Trust
 IEF 43,079 $5,009,657 3.08%
4.
Ishares Trust
 IEF 24,926 $4,119,023 2.53%
5.
Spdr S & P 500 Etf TrustPUT
 SPY 7,500 $3,564,825 2.19%
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)