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Home > Institutional Investor > Cordatus Wealth Management Llc > Profile

Instuitional Investor - Cordatus Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Cordatus Wealth Management Llc
Portfolio Value $120,818
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 323,585 $21,052 17.42%
2.
Spdr S & P 500 Etf Trust
 SPY 24,225 $11,514 9.53%
3.
Alphabet Inc.
 GOOG 68,912 $9,712 8.03%
4.
Jpmorgan Chase & Co
 JPM 35,610 $6,057 5.01%
5.
Nvidia Corp
 NVDA 10,834 $5,365 4.44%
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)