Instuitional Investor - Bms Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Bms Financial Advisors, Llc |
| Portfolio Value | $153,362,239 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 36,802 | $16,403,016 | 10.69% | |
| 2. | First Tr Nas100 Eq Weighted | 96,976 | $10,366,734 | 6.75% | |
| 3. | Wisdomtree Trust | 147,770 | $9,398,172 | 6.12% | |
| 4. | Spdr Series Trust | 294,180 | $8,322,352 | 5.42% | |
| 5. | Invesco Exchange Traded Fd T | 88,617 | $8,044,651 | 5.24% |
