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Home > Institutional Investor > Independent Family Office, Llc > Profile

Instuitional Investor - Independent Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Independent Family Office, Llc
Portfolio Value $192,495,782
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 47,550 $27,868,104 14.47%
2.
Ptc Inc.
 PTC 131,209 $24,125,399 12.53%
3.
Ishares Trust
 IAU 419,357 $20,762,365 10.78%
4.
Ishares Trust
 IEF 85,276 $15,787,146 8.2%
5.
Toast Inc.
 TOST 285,000 $10,388,250 5.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)