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Home > Institutional Investor > Lhm, Inc. > Profile

Instuitional Investor - Lhm, Inc.

Fund Profile
Filing Period:
Fund Name: Lhm, Inc.
Portfolio Value $113,220,199
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 444,933 $105,547,006 93.22%
2.
At&T Inc.
 T 141,014 $2,366,215 2.08%
3.
Spdr Series Trust
 19,174 $1,712,046 1.51%
4.
Ipg Photonics Corp
 IPGP 11,613 $1,260,475 1.11%
5.
Micron Technology Inc
 MU 13,491 $1,152,873 1.01%
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)