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Home > Institutional Investor > Hoxton Planning & Management, Llc > Profile

Instuitional Investor - Hoxton Planning & Management, Llc

Fund Profile
Filing Period:
Fund Name: Hoxton Planning & Management, Llc
Portfolio Value $188,702
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 100,235 $47,875 25.37%
2.
Ishares Tr
 279,759 $12,888 6.82%
3.
Ishares Trust
 IEF 74,158 $5,764 3.05%
4.
Ishares Tr
 116,454 $5,539 2.93%
5.
Apple Inc.
 AAPL 24,629 $4,742 2.51%
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)