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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 $203,136,657
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,256 $11,901,217 5.85%
2.
Ishares Trust
 IEF 60,048 $9,922,883 4.88%
3.
Microsoft Corp
 MSFT 21,735 $8,173,151 4.02%
4.
Vanguard Tax-Managed Fds
 164,963 $7,901,725 3.88%
5.
Apple Inc.
 AAPL 36,280 $6,985,040 3.43%
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)