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Home > Institutional Investor > Concentrum Wealth Management > Profile

Instuitional Investor - Concentrum Wealth Management

Fund Profile
Filing Period:
Fund Name: Concentrum Wealth Management
Portfolio Value $191,527,865
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Meta Platforms Inc.
 META 7,391,877 $56,182,597 29.33%
2.
Apple Inc.
 AAPL 120,198 $23,141,678 12.08%
3.
Nvidia Corp
 NVDA 26,253 $13,000,945 6.78%
4.
Adobe Inc.
 ADBE 2,405,622 $8,136,485 4.24%
5.
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf
 140,929 $7,264,911 3.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)