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Home > Institutional Investor > Professional Planning > Profile

Instuitional Investor - Professional Planning

Fund Profile
Filing Period:
Fund Name: Professional Planning
Portfolio Value $209,397,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 184,441 $26,098,000 12.46%
2.
Amazon Com Inc
 AMZN 141,240 $23,198,000 11.07%
3.
Microsoft Corp
 MSFT 45,047 $12,699,000 6.06%
4.
Invesco Qqq Trust
 31,379 $11,232,000 5.36%
5.
Visa Inc.
 V 39,149 $8,720,000 4.16%
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)