Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Forte Asset Management Llc > Profile

Instuitional Investor - Forte Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Forte Asset Management Llc
Portfolio Value $188,329,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 161,888 $9,930,201 5.27%
2.
Ishares Tr
 149,838 $9,910,288 5.26%
3.
Ishares Tr
 55,065 $9,805,929 5.2%
4.
Ishares Trust
 IEF 48,736 $9,302,735 4.93%
5.
Ishares Trust
 IEF 26,479 $8,850,639 4.69%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)