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Home > Institutional Investor > Lester Murray Antman Dba Simplyrich > Profile

Instuitional Investor - Lester Murray Antman Dba Simplyrich

Fund Profile
Filing Period:
Fund Name: Lester Murray Antman Dba Simplyrich
Portfolio Value $290,783
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 110,574 $21,289 7.32%
2.
Ishares Tr
 189,578 $14,793 5.08%
3.
Alphabet Inc.
 GOOG 99,831 $14,069 4.83%
4.
Ishares Inc
 EWA 243,885 $13,558 4.66%
5.
Ishares Tr
 188,022 $13,037 4.48%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)