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Home > Institutional Investor > Pointe Capital Management Llc > Profile

Instuitional Investor - Pointe Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Pointe Capital Management Llc
Portfolio Value $201,602,048
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,644 $18,290,347 9.07%
2.
Vanguard Whitehall Funds
 98,378 $14,119,208 7%
3.
Vanguard Scottsdale Funds
 138,970 $11,080,063 5.5%
4.
Ishares Trust
 IEF 109,248 $9,047,948 4.49%
5.
Ishares Core Msci Emerging Markets Shs
 94,354 $6,342,503 3.15%
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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