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Home > Institutional Investor > Ninepointtwo Capital > Profile

Instuitional Investor - Ninepointtwo Capital

Fund Profile
Filing Period:
Fund Name: Ninepointtwo Capital
Portfolio Value $251,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,138,852 $59,448 23.6%
2.
Vaneck Etf Trust
 1,035,361 $26,246 10.42%
3.
Ishares Trust
 IEF 168,000 $18,058 7.17%
4.
Dbx Etf Tr
 438,329 $15,582 6.18%
5.
Vanguard Whitehall Funds
 114,357 $12,765 5.06%
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)