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Home > Institutional Investor > New Perspectives, Inc > 13F Holdings

Instuitional Investor - New Perspectives, Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 807,452 $53,098,040 28.33%
2.
Invesco Qqq Tr
 55,830 $26,179,688 13.97%
3.
Wisdomtree Tr
 473,507 $23,831,597 12.72%
4.
Ishares Tr - CORE MSCI EAFE
 300,448 $22,728,891 12.13%
5.
Spdr Series Trust
 269,465 $13,791,219 7.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)