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Home > Institutional Investor > Townsend Asset Management Corp V > Profile

Instuitional Investor - Townsend Asset Management Corp V

Fund Profile
Filing Period:
Fund Name: Townsend Asset Management Corp V
Portfolio Value $218,824,994
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 38,165 $15,629,345 7.14%
2.
Wisdomtree Tr
 162,206 $11,399,812 5.2%
3.
Qualcomm Inc
 QCOM 63,056 $9,119,779 4.16%
4.
Visa Inc.
 V 31,205 $8,124,218 3.71%
5.
Apple Inc.
 AAPL 41,480 $7,986,173 3.64%
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)