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Home > Institutional Investor > Simonbaker & Partners Llc > Profile

Instuitional Investor - Simonbaker & Partners Llc

Fund Profile
Filing Period:
Fund Name: Simonbaker & Partners Llc
Portfolio Value $11,547,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 31,612 $1,485,000 12.86%
2.
Ishares Trust
 IEF 2,905 $771,000 6.67%
3.
Ishares Trust
 IEF 5,155 $618,000 5.35%
4.
Ishares Trust
 IEF 6,293 $544,000 4.71%
5.
Flexshopper Inc.
 FPAY 155,570 $470,000 4.07%
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)