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Home > Institutional Investor > Cobiz Investment Management, Llc > Profile

Instuitional Investor - Cobiz Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Cobiz Investment Management, Llc
Portfolio Value $424,738,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rydex Etf Trust Gug S&P500 Eq
 308,422 $26,722,000 6.29%
2.
Spdr Series Trust
 234,630 $20,075,000 4.72%
3.
Ishares Trust
 IEF 137,354 $18,889,000 4.44%
4.
Apple Inc
 AAPL 377,044 $10,917,000 2.57%
5.
Jpmorgan Chase & Co
 JPM 120,443 $10,393,000 2.44%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)