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Home > Institutional Investor > C M Bidwell & Associates Ltd > Profile

Instuitional Investor - C M Bidwell & Associates Ltd

Fund Profile
Filing Period:
Fund Name: C M Bidwell & Associates Ltd
Portfolio Value $134,867,711
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 26,990 $7,078,397 5.24%
2.
Ishares Trust
 IEF 33,158 $6,655,142 4.93%
3.
Vanguard S&P 500 Etf
 13,159 $5,747,851 4.26%
4.
Vanguard Ttl Stk Mkt Etf
 24,063 $5,708,269 4.23%
5.
Ishares Int Gov Bd Etf
 48,947 $5,127,688 3.8%
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)