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Home > Institutional Investor > Gareth Morgan Investments Limited Partnership > Profile

Instuitional Investor - Gareth Morgan Investments Limited Partnership

Fund Profile
Filing Period:
Fund Name: Gareth Morgan Investments Limited Partnership
Portfolio Value $126,193,592
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,047,955 $52,890,289 41.91%
2.
Ishares Trust
 IEF 336,724 $36,194,463 28.68%
3.
Ishares Trust
 IAU 539,660 $21,062,930 16.69%
4.
Ishares U S Etf Tr
 317,615 $16,045,910 12.71%
5.
Vanguard Star Fds
 0 $0 0%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)