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Home > Institutional Investor > Asset Management Group, Inc. > Profile

Instuitional Investor - Asset Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Asset Management Group, Inc.
Portfolio Value $541,149,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - SM CP VAL ETF
 150,689 $28,071,828 5.19%
2.
Apple Inc.
 AAPL 96,586 $21,454,628 3.96%
3.
Invesco Qqq Tr
 40,665 $19,068,705 3.52%
4.
Ishares Trust
 IEF 151,190 $19,045,363 3.52%
5.
Ishares Trust
 IEF 30,783 $17,296,919 3.2%
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)

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