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Home > Institutional Investor > Cape Ann Savings Bank > Profile

Instuitional Investor - Cape Ann Savings Bank

Fund Profile
Filing Period:
Fund Name: Cape Ann Savings Bank
Portfolio Value $142,607,763
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 62,090 $15,482,142 10.85%
2.
Ishares Trust
 IEF 174,231 $12,008,023 8.42%
3.
Vanguard Scottsdale Funds
 152,201 $8,766,778 6.14%
4.
Ishares Trust
 IEF 74,557 $7,032,962 4.93%
5.
Apple Inc.
 AAPL 40,994 $7,018,526 4.92%
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)