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Home > Institutional Investor > Wiley Bros.-aintree Capital, Llc > Profile

Instuitional Investor - Wiley Bros.-aintree Capital, Llc

Fund Profile
Filing Period:
Fund Name: Wiley Bros.-aintree Capital, Llc
Portfolio Value $410,594,551
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,980 $19,115,027 4.65%
2.
Vanguard Index Fds
 77,350 $17,634,958 4.29%
3.
Ishares Trust
 IEF 61,074 $15,980,405 3.89%
4.
Apple Inc.
 AAPL 82,596 $15,676,031 3.81%
5.
Ishares Trust
 IEF 46,608 $13,088,820 3.18%
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)