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Home > Institutional Investor > Ai Financial Services Llc > Profile

Instuitional Investor - Ai Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Ai Financial Services Llc
Portfolio Value $102,584,044
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 172,779 $38,177,248 37.21%
2.
Ishares Trust
 IEF 55,827 $7,180,469 6.99%
3.
Litman Gregory Fds Tr
 166,945 $4,367,281 4.25%
4.
Vanguard Tax-Managed Fds
 75,078 $3,590,230 3.49%
5.
Nvidia Corp
 NVDA 23,300 $3,128,957 3.05%
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)