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Home > Institutional Investor > Corbett Road Capital Management, Llc > Profile

Instuitional Investor - Corbett Road Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Corbett Road Capital Management, Llc
Portfolio Value $58,424,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 27,596 $3,039,000 5.2%
2.
Vanguard Index Fds
 8,274 $2,870,000 4.91%
3.
Ishares Trust
 IEF 15,039 $1,529,000 2.61%
4.
Ishares Trust
 IEF 3,870 $1,467,000 2.51%
5.
Vanguard World Fund
 4,386 $1,432,000 2.45%
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)