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Home > Institutional Investor > Woodtrust Financial Corp > Profile

Instuitional Investor - Woodtrust Financial Corp

Fund Profile
Filing Period:
Fund Name: Woodtrust Financial Corp
Portfolio Value $585,625
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 730,142 $55,016 9.39%
2.
Microsoft Corp
 MSFT 61,801 $23,239 3.96%
3.
Ishares Trust
 IEF 140,792 $21,869 3.73%
4.
Vanguard Index Fds Mcap Vl Idxvip
 150,672 $21,849 3.73%
5.
Vanguard Index Fds Mcap Gr Idxvip
 97,966 $21,510 3.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)