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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 $237,637,044
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Extended Duration Etf
 172,749 $13,997,851 5.89%
2.
Invesco Bulletshares 2025 Corporate Bond Etf
 501,055 $10,249,081 4.31%
3.
Tjx Companies Inc
 TJX 101,376 $9,510,036 4%
4.
Meta Platforms Inc.
 META 25,105 $8,886,166 3.73%
5.
Novo Nordisk A S
 NVO 84,840 $8,776,698 3.69%
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)