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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 $382,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 95,815 $30,066 7.86%
2.
Apple Inc.
 AAPL 107,389 $29,194 7.63%
3.
Ishares Tr - MSCI USA MIN VOL
 220,714 $20,782 5.43%
4.
Alphabet Inc.
 GOOGL 61,722 $19,318 5.05%
5.
Ishares Tr - MSCI EAFE MIN VL
 190,855 $16,461 4.3%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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