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Home > Institutional Investor > Dmg Group, Llc > Profile

Instuitional Investor - Dmg Group, Llc

Fund Profile
Filing Period:
Fund Name: Dmg Group, Llc
Portfolio Value $122,761,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,096 $11,572,084 9.43%
2.
Ishares Trust
 IEF 58,240 $5,761,101 4.69%
3.
United Community Banks Inc
 UCB 134,343 $3,779,069 3.08%
4.
Microsoft Corp
 MSFT 9,040 $3,393,526 2.76%
5.
Ishares 5-10Yr Corporate Bond Etf - ETF
 63,620 $3,341,322 2.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)