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Home > Institutional Investor > Ndwm Llc > Profile

Instuitional Investor - Ndwm Llc

Fund Profile
Filing Period:
Fund Name: Ndwm Llc
Portfolio Value $103,938,933
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 67,162 $32,078,036 30.86%
2.
Spdr Ser Tr
 184,689 $18,306,385 17.61%
3.
Spdr Ser Tr
 172,372 $15,753,053 15.15%
4.
Ishares Trust
 IEF 71,114 $7,031,741 6.76%
5.
Invesco Exchange Traded Fd T
 31,544 $4,977,638 4.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)