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Home > Institutional Investor > Consolidated Portfolio Review Corp > Profile

Instuitional Investor - Consolidated Portfolio Review Corp

Fund Profile
Filing Period:
Fund Name: Consolidated Portfolio Review Corp
Portfolio Value $437,704,725
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 127,423 $24,532,654 5.6%
2.
Vanguard Bond Index Funds
 BND 236,946 $18,097,918 4.13%
3.
Ishares Trust
 IEF 39,269 $11,905,197 2.71%
4.
Vanguard World Fund
 39,702 $9,953,356 2.27%
5.
Mastercard Inc
 MA 23,041 $9,827,222 2.24%
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)