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Home > Institutional Investor > Appropriate Balance Financial Services Inc. > Profile

Instuitional Investor - Appropriate Balance Financial Services Inc.

Fund Profile
Filing Period:
Fund Name: Appropriate Balance Financial Services Inc.
Portfolio Value $183,618,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 12,098 $467,855,000 23.24%
2.
Ishares Trust
 IEF 17,846 $240,454,000 11.94%
3.
Powershares Qqq Trust
 QQQQ 29,211 $200,834,000 9.97%
4.
Vanguard Tax Managed Intl Fd
 7,356 $169,456,000 8.41%
5.
Sector Spdr Trust
 XLB 11,711 $164,949,000 8.19%
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)