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Home > Institutional Investor > Asset Management Group, Inc. > Profile

Instuitional Investor - Asset Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Asset Management Group, Inc.
Portfolio Value $499,081,027
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 138,046 $24,844,149 4.97%
2.
Apple Inc.
 AAPL 101,213 $19,486,444 3.9%
3.
Vanguard Scottsdale Funds
 246,697 $19,086,974 3.82%
4.
Ishares Trust
 IEF 155,380 $18,069,106 3.62%
5.
Invesco Qqq Tr
 39,560 $16,200,765 3.24%
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)