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Home > Institutional Investor > Fountainhead Am, Llc > Profile

Instuitional Investor - Fountainhead Am, Llc

Fund Profile
Filing Period:
Fund Name: Fountainhead Am, Llc
Portfolio Value $364,238,003
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 203,718 $53,427,179 14.66%
2.
Ishares Trust
 IEF 225,832 $24,446,359 6.71%
3.
Ishares Trust
 IEF 45,293 $21,633,381 5.93%
4.
J P Morgan Exchange Traded F
 390,646 $19,622,152 5.38%
5.
Schwab Strategic Trust
 FNDF 232,898 $19,321,233 5.3%
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)