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Home > Institutional Investor > Accelerate Investment Advisors Llc > Profile

Instuitional Investor - Accelerate Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Accelerate Investment Advisors Llc
Portfolio Value $113,391,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 245,742 $16,941,453 14.94%
2.
Ishares Trust
 IEF 113,705 $11,017,987 9.71%
3.
Ishares Tr
 143,608 $9,258,387 8.16%
4.
Fidelity Merrimack Str Tr
 129,393 $5,805,865 5.12%
5.
Ishares Trust
 IEF 8,116 $4,777,789 4.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)