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Home > Institutional Investor > Mjp Associates Inc V > Profile

Instuitional Investor - Mjp Associates Inc V

Fund Profile
Filing Period:
Fund Name: Mjp Associates Inc V
Portfolio Value $556,612,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 163,486 $88,087,986 15.82%
2.
Vanguard Specialized Funds
 263,483 $51,597,863 9.26%
3.
Apple Inc.
 AAPL 157,358 $34,422,787 6.18%
4.
Ishares Trust
 IEF 365,634 $33,802,902 6.07%
5.
Pimco Etf Trust
 216,279 $21,701,433 3.89%
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)