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Home > Institutional Investor > Nichols Asset Management Llc > Profile

Instuitional Investor - Nichols Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Nichols Asset Management Llc
Portfolio Value $50,967,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
I Shares S&P Preferred Index
 146,333 $5,445,000 10.68%
2.
Spdr Series Trust
 147,188 $5,365,000 10.52%
3.
Spdr S & P 500 Etf Trust
 SPY 11,894 $2,659,000 5.21%
4.
Dow Jones Industrial Avg Etf
 12,718 $2,512,000 4.92%
5.
Powershares Qqq Trust
 QQQQ 19,668 $2,330,000 4.57%
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)