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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 $254,995,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 45,955 $24,761,045 9.71%
2.
Ishares Trust
 IEF 139,555 $8,695,698 3.41%
3.
Nvidia Corp
 NVDA 58,975 $7,919,720 3.1%
4.
Microsoft Corp
 MSFT 17,620 $7,426,936 2.91%
5.
Invesco Qqq Tr
 12,967 $6,628,921 2.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)