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Home > Institutional Investor > Spruce Investment Advisors Llc > Profile

Instuitional Investor - Spruce Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Spruce Investment Advisors Llc
Portfolio Value $48,499,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 167,595 $7,694,000 15.86%
2.
Ishares Inc
 107,870 $5,337,000 11%
3.
Ishares Tr
 109,699 $3,560,000 7.34%
4.
Ishares Tr
 44,043 $2,911,000 6%
5.
Ishares Inc
 EWA 54,842 $2,440,000 5.03%
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)