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Home > Institutional Investor > Swarthmore Group Inc > Profile

Instuitional Investor - Swarthmore Group Inc

Fund Profile
Filing Period:
Fund Name: Swarthmore Group Inc
Portfolio Value $248,672,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 373,601 $141,651,000 56.96%
2.
Spdr S & P 500 Etf Trust
 SPY 236,832 $89,345,000 35.92%
3.
Apple Inc.
 AAPL 10,787 $1,475,000 0.59%
4.
Microsoft Corp
 MSFT 4,784 $1,229,000 0.49%
5.
Alphabet Inc.
 GOOG 10,700 $1,166,000 0.46%
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)