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Home > Institutional Investor > Woodard & Co Asset Management Group Inc V > Profile

Instuitional Investor - Woodard & Co Asset Management Group Inc V

Fund Profile
Filing Period:
Fund Name: Woodard & Co Asset Management Group Inc V
Portfolio Value $343,022,917
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 96,322 $45,782,647 13.34%
2.
Spdr Series Trust
 719,451 $42,051,926 12.25%
3.
Ishares Trust
 IEF 88,979 $26,975,824 7.86%
4.
Spdr Series Trust
 577,739 $26,939,977 7.85%
5.
Vanguard Index Fds
 119,641 $26,099,753 7.6%
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)