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Home > Institutional Investor > Baker Tilly Financial, Llc > Profile

Instuitional Investor - Baker Tilly Financial, Llc

Fund Profile
Filing Period:
Fund Name: Baker Tilly Financial, Llc
Portfolio Value $609,119,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Snowflake Inc.
 SNOW 188,584 $37,528,216 6.16%
2.
Microsoft Corp
 MSFT 50,044 $18,818,502 3.08%
3.
J P Morgan Exchange Traded F
 369,636 $18,566,816 3.04%
4.
Spdr Series Trust
 271,355 $17,654,356 2.89%
5.
Vanguard Index Fds
 36,877 $16,107,821 2.64%
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)