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Home > Institutional Investor > Wellesley Investment Partners, Llc > Profile

Instuitional Investor - Wellesley Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wellesley Investment Partners, Llc
Portfolio Value $292,527,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 101,420 $34,083,000 11.65%
2.
Ishares Trust
 IEF 258,164 $31,449,000 10.75%
3.
Vanguard Developed Markets Etf
 711,473 $29,099,000 9.94%
4.
Ishares Trust
 IEF 219,325 $25,893,000 8.85%
5.
Vanguard Bond Index Funds
 BND 307,527 $25,540,000 8.73%
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)