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Home > Institutional Investor > Iab Financial Bank > Profile

Instuitional Investor - Iab Financial Bank

Fund Profile
Filing Period:
Fund Name: Iab Financial Bank
Portfolio Value $204,337,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Franklin Electric Co Inc
 FELE 485,400 $20,096,000 9.83%
2.
Vanguard World Fund
 85,037 $11,977,000 5.86%
3.
Wells Fargo & Company
 WFC 159,395 $8,832,000 4.32%
4.
Jpmorgan Chase & Co
 JPM 94,918 $8,676,000 4.24%
5.
Apple Inc
 AAPL 227,820 $8,203,000 4.01%
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)