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Home > Institutional Investor > Verum Partners Llc > Profile

Instuitional Investor - Verum Partners Llc

Fund Profile
Filing Period:
Fund Name: Verum Partners Llc
Portfolio Value $252,863,171
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 826,300 $19,037,944 7.52%
2.
J P Morgan Exchange Traded F
 358,183 $17,991,543 7.11%
3.
Ishares Trust
 IEF 30,410 $14,524,732 5.74%
4.
Ishares Trust
 IEF 90,738 $9,822,432 3.88%
5.
Vanguard Specialized Funds
 52,617 $8,965,978 3.54%
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)