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Home > Institutional Investor > Resources Management Corp V > Profile

Instuitional Investor - Resources Management Corp V

Fund Profile
Filing Period:
Fund Name: Resources Management Corp V
Portfolio Value $673,170
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 215,461 $41,483 3.07%
2.
Microsoft Corp
 MSFT 102,316 $38,475 2.85%
3.
Jpmorgan Chase & Co
 JPM 137,340 $23,362 1.73%
4.
Mcdonalds Corp
 MCD 70,038 $20,767 1.53%
5.
Amphenol Corp
 APH 189,430 $18,778 1.39%
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)