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Home > Institutional Investor > Investment Partners Ltd V > Profile

Instuitional Investor - Investment Partners Ltd V

Fund Profile
Filing Period:
Fund Name: Investment Partners Ltd V
Portfolio Value $242,820,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,426 $14,627,788 6.02%
2.
Ishares Trust
 IEF 56,427 $10,446,377 4.3%
3.
Microsoft Corp
 MSFT 22,708 $9,571,380 3.94%
4.
Vanguard Tax-Managed Fds
 191,734 $9,168,732 3.77%
5.
Apple Inc.
 AAPL 34,115 $8,543,144 3.51%
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)