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Home > Institutional Investor > New Capital Management Lp > Profile

Instuitional Investor - New Capital Management Lp

Fund Profile
Filing Period:
Fund Name: New Capital Management Lp
Portfolio Value $316,067,602
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,430,345 $71,038,988 22.47%
2.
Dimensional Etf Trust
 2,099,935 $51,280,401 16.22%
3.
Berkshire Hathaway Inc
 BRK.A 109,350 $39,000,848 12.33%
4.
Apple Inc.
 AAPL 87,143 $16,777,614 5.3%
5.
Ishares Trust
 IEF 167,990 $16,672,991 5.27%
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)