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Home > Institutional Investor > Green Square Asset Management, Llc > Profile

Instuitional Investor - Green Square Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Green Square Asset Management, Llc
Portfolio Value $508,538,836
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 348,343 $35,367,313 6.95%
2.
Apple Inc.
 AAPL 109,340 $27,380,997 5.38%
3.
Spdr S & P 500 Etf Trust
 SPY 46,250 $27,106,592 5.33%
4.
Invesco Exchange Traded Fd Tr
 91,231 $15,986,454 3.14%
5.
Amazon Com Inc
 AMZN 70,815 $15,536,177 3.05%
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)