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Home > Institutional Investor > Argi Investment Services, Llc > Profile

Instuitional Investor - Argi Investment Services, Llc

Fund Profile
Filing Period:
Fund Name: Argi Investment Services, Llc
Portfolio Value $1,508,198,612
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 955,879 $515,037,163 34.14%
2.
Ishares Trust
 IEF 2,471,275 $228,469,375 15.14%
3.
Schwab Strategic Trust
 FNDF 5,017,080 $129,591,176 8.59%
4.
Spdr Series Trust
 4,594,235 $98,270,685 6.51%
5.
Spdr Gold Trust
 GLD 342,592 $82,951,802 5.5%
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)