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Home > Institutional Investor > Brian Low Financial Group, Llc > Profile

Instuitional Investor - Brian Low Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Brian Low Financial Group, Llc
Portfolio Value $106,809,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Manager Directed Portfolios
 610,486 $15,909,268 14.89%
2.
Microsoft Corp
 MSFT 10,031 $4,989,666 4.67%
3.
Exxon Mobil Corp
 XOM 45,872 $4,945,021 4.63%
4.
Apple Inc.
 AAPL 17,157 $3,520,013 3.3%
5.
Ishares Tr - MBS ETF
 33,323 $3,128,736 2.93%
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)