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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 $176,781,623
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ptc Inc.
 PTC 148,000 $25,894,080 14.64%
2.
Spdr S & P 500 Etf Trust
 SPY 48,668 $23,132,507 13.08%
3.
Ishares Trust
 IAU 433,544 $16,921,222 9.57%
4.
Ishares Trust
 IEF 82,555 $13,642,214 7.71%
5.
Ishares Trust
 IEF 39,975 $8,023,382 4.53%
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)