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Home > Institutional Investor > United Income, Inc. > Profile

Instuitional Investor - United Income, Inc.

Fund Profile
Filing Period:
Fund Name: United Income, Inc.
Portfolio Value $407,122,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 137,780 $40,370,000 9.91%
2.
Ishares Tr
 639,333 $39,255,000 9.64%
3.
Vanguard Bond Index Funds
 BND 251,088 $20,858,000 5.12%
4.
Goldman Sachs Etf Tr
 656,539 $18,830,000 4.62%
5.
Vanguard Charlotte Fds
 307,396 $17,614,000 4.32%
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)