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Home > Institutional Investor > Freed Investment Group > Profile

Instuitional Investor - Freed Investment Group

Fund Profile
Filing Period:
Fund Name: Freed Investment Group
Portfolio Value $131,186,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Comwlth Tr
 777,052 $43,655,000 33.27%
2.
Ishares Trust
 IEF 90,048 $38,794,000 29.57%
3.
Apple Inc.
 AAPL 59,199 $8,377,000 6.38%
4.
Amazon Com Inc
 AMZN 44,260 $7,270,000 5.54%
5.
Microsoft Corp
 MSFT 24,979 $7,042,000 5.36%
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)