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Home > Institutional Investor > West Family Investments, Inc. > Profile

Instuitional Investor - West Family Investments, Inc.

Fund Profile
Filing Period:
Fund Name: West Family Investments, Inc.
Portfolio Value $265,546,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 491,046 $29,082,433 10.95%
2.
Schwab Strategic Trust
 FNDF 443,227 $12,420,948 4.68%
3.
Ishares Trust
 IEF 109,868 $12,386,270 4.66%
4.
Apple Inc.
 AAPL 46,853 $10,407,457 3.92%
5.
Largo Inc
 5,572,637 $8,971,946 3.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)