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Home > Institutional Investor > Warwick Investment Management, Inc. > Profile

Instuitional Investor - Warwick Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Warwick Investment Management, Inc.
Portfolio Value $340,019,485
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,770,922 $80,994,057 23.82%
2.
Schwab Strategic Trust
 FNDF 827,358 $38,108,113 11.2%
3.
Ishares Trust
 IEF 115,809 $20,137,994 5.92%
4.
Invesco Qqq Tr
 48,289 $19,775,227 5.81%
5.
Vanguard Index Fds
 77,801 $18,455,962 5.42%
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)