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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 $66,829,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 83,794 $24,868,000 37.21%
2.
Ishares Trust
 IEF 47,873 $5,384,000 8.05%
3.
Seagate Technology Plc
 STX 62,172 $3,344,000 5%
4.
Sysco Corp
 SYY 40,819 $3,241,000 4.84%
5.
Aes Corp
 AES 183,582 $3,000,000 4.48%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)