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Home > Institutional Investor > Bridgeport Financial Solutions, Llc > Profile

Instuitional Investor - Bridgeport Financial Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Bridgeport Financial Solutions, Llc
Portfolio Value $221,696,126
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,849 $29,696,051 13.39%
2.
Berkshire Hathaway Inc
 BRK.A 19,166 $10,207,688 4.6%
3.
Ishares Tr - MSCI USA MIN VOL
 88,564 $8,294,933 3.74%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 16,075 $8,261,259 3.73%
5.
Putnam Etf Trust
 198,467 $7,557,623 3.41%
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)