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Home > Institutional Investor > 1 North Wealth Services Llc > Profile

Instuitional Investor - 1 North Wealth Services Llc

Fund Profile
Filing Period:
Fund Name: 1 North Wealth Services Llc
Portfolio Value $161,796,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 87,540 $11,860,000 7.33%
2.
Sector Spdr Trust
 XLB 139,888 $9,040,000 5.58%
3.
Ishares Tr
 173,781 $8,849,000 5.46%
4.
Ishares Trust
 IEF 75,446 $8,795,000 5.43%
5.
Ishares Trust
 IEF 71,116 $7,838,000 4.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)