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Home > Institutional Investor > Bks Advisors, Llc > Profile

Instuitional Investor - Bks Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bks Advisors, Llc
Portfolio Value $248,509,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ark Etf Tr
 174,263 $8,143,000 3.27%
2.
Spdr Series Trust
 128,358 $7,740,000 3.11%
3.
Apple Inc
 AAPL 153,088 $7,270,000 2.92%
4.
Sector Spdr Trust
 XLB 97,028 $7,180,000 2.88%
5.
Visa Inc.
 V 39,330 $6,143,000 2.47%
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)