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Home > Institutional Investor > Daniels&tansey,llp > Profile

Instuitional Investor - Daniels&tansey,llp

Fund Profile
Filing Period:
Fund Name: Daniels&tansey,llp
Portfolio Value $288,634,447
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 170,299 $66,876,798 27.16%
2.
Spdr S&P 500 Etf Trust
 82,949 $35,459,300 14.4%
3.
Nvidia Corp
 NVDA 423,420 $27,247,094 11.06%
4.
Apple Inc.
 AAPL 91,002 $22,691,447 9.21%
5.
Microsoft Corp
 MSFT 190,971 $18,014,322 7.31%
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)