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Home > Institutional Investor > Robbie L. Kennerson P.a., Inc. > Profile

Instuitional Investor - Robbie L. Kennerson P.a., Inc.

Fund Profile
Filing Period:
Fund Name: Robbie L. Kennerson P.a., Inc.
Portfolio Value $98,569,368
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 141,999 $18,449,880 18.71%
2.
Vanguard World Fund
 25,170 $6,243,412 6.33%
3.
Vanguard World Fund
 40,505 $6,211,901 6.3%
4.
Ishares Trust
 IEF 58,824 $6,201,772 6.29%
5.
Vanguard Index Fds
 28,707 $6,117,760 6.2%
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)