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Home > Institutional Investor > Investment Partners Ltd V > Profile

Instuitional Investor - Investment Partners Ltd V

Fund Profile
Filing Period:
Fund Name: Investment Partners Ltd V
Portfolio Value $241,195,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,486 $12,813,541 5.31%
2.
Ishares Trust
 IEF 55,635 $10,468,375 4.34%
3.
Vanguard Tax-Managed Fds
 202,526 $10,294,401 4.27%
4.
Microsoft Corp
 MSFT 22,702 $8,522,192 3.53%
5.
Apple Inc.
 AAPL 34,543 $7,672,978 3.18%
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)