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Home > Institutional Investor > Graham Capital Wealth Management, Llc > Profile

Instuitional Investor - Graham Capital Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Graham Capital Wealth Management, Llc
Portfolio Value $37,928,577
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 333,274 $12,990,546 34.25%
2.
Cheniere Energy Inc.
 LNG 14,221 $2,427,735 6.4%
3.
Dollar General Corp
 DG 15,928 $2,165,402 5.7%
4.
Dominion Energy Inc
 D 44,338 $2,083,899 5.49%
5.
Eog Resources Inc
 EOG 15,658 $1,893,853 4.99%
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)