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Home > Institutional Investor > Investment Management Corp V > Profile

Instuitional Investor - Investment Management Corp V

Fund Profile
Filing Period:
Fund Name: Investment Management Corp V
Portfolio Value $110,921,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lowes Companies Inc
 LOW 96,877 $22,594,557 20.37%
2.
Invesco Exchange Traded Fd T
 89,017 $10,374,878 9.35%
3.
Spdr Series Trust
 160,091 $9,690,328 8.74%
4.
Innovator Etfs Trust
 187,732 $9,332,956 8.41%
5.
Ishares Trust
 IEF 14,753 $8,289,600 7.47%
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)