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Home > Institutional Investor > Round Table Services, Llc > Profile

Instuitional Investor - Round Table Services, Llc

Fund Profile
Filing Period:
Fund Name: Round Table Services, Llc
Portfolio Value $508,259,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 134,478 $48,231,000 9.48%
2.
New Mountain Finance Corp
 NMFC 3,796,759 $43,777,000 8.61%
3.
Ishares Trust
 IEF 201,232 $33,187,000 6.52%
4.
Ishares Trust
 IEF 221,171 $30,077,000 5.91%
5.
Innovator Etfs Tr
 1,033,642 $28,852,000 5.67%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)