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Home > Institutional Investor > Carl P. Sherr & Co., Llc > Profile

Instuitional Investor - Carl P. Sherr & Co., Llc

Fund Profile
Filing Period:
Fund Name: Carl P. Sherr & Co., Llc
Portfolio Value $165,261,625
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 292,152 $15,191,898 9.19%
2.
Ishares Trust
 IEF 157,703 $11,843,528 7.16%
3.
Ishares Trust
 IEF 136,041 $11,472,313 6.94%
4.
Apple Inc.
 AAPL 51,801 $9,973,171 6.03%
5.
Microsoft Corp
 MSFT 19,012 $7,149,178 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)