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Home > Institutional Investor > Haberer Registered Investment Advisor Inc > Profile

Instuitional Investor - Haberer Registered Investment Advisor Inc

Fund Profile
Filing Period:
Fund Name: Haberer Registered Investment Advisor Inc
Portfolio Value $8,977,000,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core S&P Mid-Cap Etf
 82,706 $11,976,000 6.89%
2.
Ishares Core S&P Small-Cap Etf
 87,945 $10,031,000 5.77%
3.
Ishares Msci Eafe Growth Index
 144,471 $9,508,000 5.47%
4.
Apple Computer
 AAPL 325,308 $8,977,000 5.17%
5.
Procter & Gamble
 PG 64,192 $5,847,000 3.36%
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)