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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
 803,090 $36,122,982 27.69%
2.
Wisdomtree Tr
 436,060 $21,920,738 16.8%
3.
Ishares Tr
 302,115 $18,622,370 14.27%
4.
Invesco Qqq Tr
 58,839 $15,667,678 12.01%
5.
Spdr Series Trust
 224,724 $9,550,770 7.32%
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)