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Home > Institutional Investor > Tlwm > Profile

Instuitional Investor - Tlwm

Fund Profile
Filing Period:
Fund Name: Tlwm
Portfolio Value $423,147,044
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 175,733 $83,526,933 19.73%
2.
Ishares Trust
 IEF 297,865 $81,537,320 19.26%
3.
Ishares Tr
 813,105 $41,500,831 9.8%
4.
Vanguard Index Fds
 136,598 $32,403,666 7.65%
5.
Invesco Exch Trd Slf Idx Fd
 1,246,630 $24,059,973 5.68%
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)