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Home > Institutional Investor > Annis Gardner Whiting Capital Advisors, Llc > Profile

Instuitional Investor - Annis Gardner Whiting Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Annis Gardner Whiting Capital Advisors, Llc
Portfolio Value $226,226,891
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 577,429 $43,509,298 19.23%
2.
Vanguard Index Fds
 57,669 $13,680,235 6.04%
3.
Vanguard Star Fds
 196,103 $11,366,103 5.02%
4.
Brp Group Inc.
 BRP 325,830 $7,826,437 3.45%
5.
Ishares Trust
 IEF 34,199 $6,864,095 3.03%
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)