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Home > Institutional Investor > Amj Financial Wealth Management > Profile

Instuitional Investor - Amj Financial Wealth Management

Fund Profile
Filing Period:
Fund Name: Amj Financial Wealth Management
Portfolio Value $401,670,269
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pgim Ultra Short Bond Etf - ETF
 447,950 $22,289,992 5.55%
2.
Meta Platforms Inc.
 META 18,275 $13,488,595 3.36%
3.
Goldman Sachs Group Inc
 GS 18,586 $13,154,242 3.27%
4.
Brinker International Inc
 EAT 72,622 $13,095,925 3.26%
5.
Nasdaq Inc.
 NDAQ 137,805 $12,322,523 3.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)