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Home > Institutional Investor > Investment Management Corp V > Profile

Instuitional Investor - Investment Management Corp V

Fund Profile
Filing Period:
Fund Name: Investment Management Corp V
Portfolio Value $111,753,464
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lowes Companies Inc
 LOW 96,572 $23,834,033 21.32%
2.
Invesco Exchange Traded Fd T
 89,351 $10,251,262 9.17%
3.
Innovator Etfs Trust
 189,731 $9,741,027 8.71%
4.
Spdr Series Trust
 161,098 $9,105,231 8.14%
5.
Ishares Trust
 IEF 14,874 $8,755,864 7.83%
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)