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Home > Institutional Investor > David J Yvars Group > Profile

Instuitional Investor - David J Yvars Group

Fund Profile
Filing Period:
Fund Name: David J Yvars Group
Portfolio Value $124,320,829
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,110 $26,322,408 21.17%
2.
Invesco Qqq Tr
 23,445 $9,601,177 7.72%
3.
Microsoft Corp
 MSFT 24,664 $9,274,428 7.46%
4.
Nvidia Corp
 NVDA 11,823 $5,855,023 4.7%
5.
Apple Inc.
 AAPL 28,475 $5,482,386 4.4%
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)