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Home > Institutional Investor > Autumn Glory Partners, Llc > Profile

Instuitional Investor - Autumn Glory Partners, Llc

Fund Profile
Filing Period:
Fund Name: Autumn Glory Partners, Llc
Portfolio Value $175,520,786
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 16,693 $7,287,051 4.15%
2.
Microsoft Corp
 MSFT 18,215 $6,965,045 3.96%
3.
Spdr S & P 500 Etf Trust
 SPY 13,380 $6,354,740 3.62%
4.
Ishares Tr
 115,999 $6,217,833 3.54%
5.
Oneok Inc W
 OKE 82,724 $5,760,745 3.28%
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)