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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 $110,233,559
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lowes Companies Inc
 LOW 96,912 $21,501,907 19.51%
2.
Invesco Exchange Traded Fd T
 88,576 $12,550,357 11.39%
3.
Innovator Etfs Trust
 186,194 $10,147,248 9.21%
4.
Spdr Series Trust
 159,161 $9,508,263 8.63%
5.
Ishares Trust
 IEF 14,667 $9,106,741 8.26%
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)