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Home > Institutional Investor > Coston, Mcisaac & Partners > Profile

Instuitional Investor - Coston, Mcisaac & Partners

Fund Profile
Filing Period:
Fund Name: Coston, Mcisaac & Partners
Portfolio Value $287,128
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dfa Global Equity I
 537,426 $16,374 5.7%
2.
Vanguard Dividend Appreciation Etf
 77,262 $13,165 4.58%
3.
Apple Inc.
 AAPL 59,764 $11,506 4%
4.
Vanguard Total Stock Market Etf
 47,070 $11,165 3.88%
5.
Berkshire Hathaway Inc
 BRK.A 31,047 $11,072 3.85%
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)