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Home > Institutional Investor > Independent Family Office, Llc > Profile

Instuitional Investor - Independent Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Independent Family Office, Llc
Portfolio Value $190,137,058
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 47,632 $26,644,864 14.01%
2.
Ishares Trust
 IAU 417,432 $24,611,791 12.94%
3.
Ptc Inc.
 PTC 126,114 $19,541,364 10.28%
4.
Ishares Trust
 IEF 86,064 $16,193,802 8.52%
5.
Toast Inc.
 TOST 285,000 $9,453,450 4.97%
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)