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Home > Institutional Investor > Canopy Partners, Llc > Profile

Instuitional Investor - Canopy Partners, Llc

Fund Profile
Filing Period:
Fund Name: Canopy Partners, Llc
Portfolio Value $164,129,101
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Msci Eafe Etf
 131,326 $9,238,784 5.62%
2.
Spdr S & P 500 Etf Trust
 SPY 18,806 $8,974,606 5.46%
3.
Apple Inc.
 AAPL 43,055 $8,289,379 5.05%
4.
Microsoft Corp
 MSFT 20,833 $7,834,041 4.77%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 13,923 $7,090,577 4.32%
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)