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Home > Institutional Investor > New Potomac Partneres, Llc > Profile

Instuitional Investor - New Potomac Partneres, Llc

Fund Profile
Filing Period:
Fund Name: New Potomac Partneres, Llc
Portfolio Value $194,634,151
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 224,151 $11,140,305 5.72%
2.
Apple Inc.
 AAPL 37,588 $8,758,101 4.5%
3.
Microsoft Corp
 MSFT 19,965 $8,591,128 4.41%
4.
Ishares Trust
 IEF 13,192 $7,609,410 3.91%
5.
Ishares Inc - MSCI EMRG CHN
 84,655 $5,173,268 2.66%
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)