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Home > Institutional Investor > Syntax Research, Inc. > Profile

Instuitional Investor - Syntax Research, Inc.

Fund Profile
Filing Period:
Fund Name: Syntax Research, Inc.
Portfolio Value $139,456,922
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 19,729 $11,613,798 8.65%
2.
Ishares Tr
 72,680 $7,675,784 5.71%
3.
Apple Inc.
 AAPL 29,270 $7,329,884 5.46%
4.
Ishares Trust
 IEF 81,198 $6,656,626 4.95%
5.
Ishares Tr
 108,435 $5,655,949 4.21%
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)