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Home > Institutional Investor > Breakwater Investment Management > Profile

Instuitional Investor - Breakwater Investment Management

Fund Profile
Filing Period:
Fund Name: Breakwater Investment Management
Portfolio Value $258,481,034
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 120,263 $36,551,564 14.14%
2.
Schwab Strategic Trust
 FNDF 936,063 $22,306,382 8.63%
3.
Vanguard Star Fds
 239,102 $16,519,578 6.39%
4.
Microsoft Corp
 MSFT 27,565 $13,711,107 5.3%
5.
Vanguard Bond Index Funds
 BND 156,637 $11,533,183 4.46%
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)