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Home > Institutional Investor > Personal Resources Investment & Strategic Management, Inc. > Profile

Instuitional Investor - Personal Resources Investment & Strategic Management, Inc.

Fund Profile
Filing Period:
Fund Name: Personal Resources Investment & Strategic Management, Inc.
Portfolio Value $370,104,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Value Etf - ETF
 113,125 $21,096,681 5.7%
2.
Dimensional Etf Trust
 435,091 $20,066,397 5.42%
3.
Internet Gold Golden Lines Ltd
 IGLD 1,156,819 $19,515,537 5.27%
4.
Columbia Em Core Ex-China Etf - ETF
 528,495 $19,200,223 5.19%
5.
Watford Holdings Ltd.
 WTRE 208,086 $18,937,907 5.12%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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