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Home > Institutional Investor > Cooper Financial Group > Profile

Instuitional Investor - Cooper Financial Group

Fund Profile
Filing Period:
Fund Name: Cooper Financial Group
Portfolio Value $549,941,552
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 146,782 $28,259,963 5.13%
2.
Invesco Qqq Tr
 57,225 $23,434,676 4.26%
3.
Pacer Fds Tr
 409,803 $21,305,656 3.87%
4.
Schwab Strategic Trust
 FNDF 299,325 $20,982,694 3.81%
5.
Vanguard Bond Index Funds
 BND 257,882 $19,696,995 3.58%
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)