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Home > Institutional Investor > Physicians Financial Services, Inc. > Profile

Instuitional Investor - Physicians Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Physicians Financial Services, Inc.
Portfolio Value $263,869
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 212,655 $40,942 15.51%
2.
Microsoft Corp
 MSFT 42,839 $16,109 6.1%
3.
Amazon Com Inc
 AMZN 88,889 $13,506 5.11%
4.
Alphabet Inc.
 GOOG 82,882 $11,578 4.38%
5.
Walmart Inc.
 WMT 161,556 $8,490 3.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)