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Home > Institutional Investor > Beam Asset Management, Llc > Profile

Instuitional Investor - Beam Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Beam Asset Management, Llc
Portfolio Value $366,970,112
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 104,298 $69,806,546 19.02%
2.
Market Vectors Etf Trust
 SMH 701,789 $24,183,647 6.59%
3.
Ishares Inc - MSCI EMRG CHN
 310,901 $20,988,916 5.72%
4.
Doubleline Etf Trust
 253,474 $12,945,095 3.53%
5.
Nvidia Corp
 NVDA 65,153 $12,156,235 3.31%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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