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Home > Institutional Investor > Aspen Grove Capital, Llc > Profile

Instuitional Investor - Aspen Grove Capital, Llc

Fund Profile
Filing Period:
Fund Name: Aspen Grove Capital, Llc
Portfolio Value $328,299,897
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 72,842 $34,761,754 10.58%
2.
Ishares Trust
 IEF 44,838 $21,415,974 6.52%
3.
Vanguard Intl Equity Index Funds
 VWO 198,292 $20,359,896 6.2%
4.
Vanguard Tax-Managed Fds
 302,289 $14,468,090 4.4%
5.
Valley National Bancorp
 VLY 1,298,874 $14,251,837 4.34%
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)