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Home > Institutional Investor > Dakota Community Bank & Trust Na > Profile

Instuitional Investor - Dakota Community Bank & Trust Na

Fund Profile
Filing Period:
Fund Name: Dakota Community Bank & Trust Na
Portfolio Value $17,849,775
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 2,861 $1,075,850 6.02%
2.
Jpmorgan Chase & Co
 JPM 3,344 $568,814 3.18%
3.
Apple Inc.
 AAPL 2,908 $559,877 3.13%
4.
Vanguard 500 Index Fund S&P Etf
 1,250 $546,000 3.05%
5.
Ameriprise Financial Inc
 AMP 1,367 $519,228 2.9%
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)