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Home > Institutional Investor > Portfolio Design Labs, Llc > Profile

Instuitional Investor - Portfolio Design Labs, Llc

Fund Profile
Filing Period:
Fund Name: Portfolio Design Labs, Llc
Portfolio Value $264,085,605
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 324,483 $16,376,657 6.2%
2.
Microsoft Corp
 MSFT 36,819 $13,845,235 5.24%
3.
Apple Inc.
 AAPL 70,467 $13,566,921 5.13%
4.
Amazon Com Inc
 AMZN 63,559 $9,657,154 3.65%
5.
Ishares U S Etf Tr
 190,399 $9,518,046 3.6%
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)