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Home > Institutional Investor > Miller Green Financial Services Inc V > Profile

Instuitional Investor - Miller Green Financial Services Inc V

Fund Profile
Filing Period:
Fund Name: Miller Green Financial Services Inc V
Portfolio Value $21,308,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 52,590 $9,771,000 45.85%
2.
Exxon Mobil Corp
 XOM 87,249 $7,418,000 34.81%
3.
Blackstone Group L.p.
 BX 80,000 $3,047,000 14.29%
4.
Apple Inc
 AAPL 19,000 $1,072,000 5.03%
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)