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Home > Institutional Investor > Oak Point Wealth Management > Profile

Instuitional Investor - Oak Point Wealth Management

Fund Profile
Filing Period:
Fund Name: Oak Point Wealth Management
Portfolio Value $98,025,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 89,680 $5,303,000 5.4%
2.
Ishares Trust
 IEF 12,989 $3,372,000 3.43%
3.
Powershares Etfsa
 75,602 $3,328,000 3.39%
4.
Spdr Series Trust
 35,453 $3,173,000 3.23%
5.
Ishares Etfsa
 83,098 $2,708,000 2.76%
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)