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Home > Institutional Investor > Lester Murray Antman Dba Simplyrich > Profile

Instuitional Investor - Lester Murray Antman Dba Simplyrich

Fund Profile
Filing Period:
Fund Name: Lester Murray Antman Dba Simplyrich
Portfolio Value $358,865
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 108,370 $22,234 6.2%
2.
Ishares Msci Usa Min Volfctr Etf
 218,975 $20,555 5.73%
3.
Alphabet Inc.
 GOOGL 99,122 $17,583 4.9%
4.
Ishares Msci Eaf Min Volfct Etf
 203,456 $17,102 4.77%
5.
Ishares Inc
 EWA 253,407 $15,914 4.43%
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)