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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 $212,373,941
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 225,487 $23,423,624 11.03%
2.
Ishares Trust
 IEF 263,505 $20,318,871 9.57%
3.
Ishares Trust
 IEF 15,192 $11,377,137 5.36%
4.
Apple Inc.
 AAPL 34,340 $9,936,526 4.68%
5.
Ishares Trust
 IAU 122,905 $9,280,557 4.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.