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Home > Institutional Investor > Blossom Wealth Management > Profile

Instuitional Investor - Blossom Wealth Management

Fund Profile
Filing Period:
Fund Name: Blossom Wealth Management
Portfolio Value $37,090,151
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 6,634 $3,285,318 8.85%
2.
Apple Inc.
 AAPL 11,526 $2,219,039 5.98%
3.
Microsoft Corp
 MSFT 4,412 $1,659,151 4.47%
4.
Schwab Strategic Trust
 FNDF 44,740 $1,653,590 4.45%
5.
Schwab Strategic Trust
 FNDF 24,085 $1,340,838 3.61%
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)