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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 $296,500,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 98,528 $55,363,114 18.67%
2.
Ishares Trust
 IEF 235,690 $19,498,600 6.58%
3.
Vaneck Etf Trust - REAL ASSETS ETF
 528,237 $16,071,783 5.42%
4.
Ishares Inc - MSCI EMRG CHN
 246,799 $13,596,174 4.59%
5.
Nvidia Corp
 NVDA 77,294 $8,377,127 2.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)