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Home > Institutional Investor > Breakthru Advisory Services, Llc > Profile

Instuitional Investor - Breakthru Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Breakthru Advisory Services, Llc
Portfolio Value $110,490,616
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 29,601 $17,425,517 15.77%
2.
First Tr Exchange-Traded Fd
 202,555 $11,979,102 10.84%
3.
Sector Spdr Trust
 XLB 83,595 $11,014,477 9.96%
4.
Spdr S & P 500 Etf Trust
 SPY 14,292 $8,376,255 7.58%
5.
First Tr Exchange-Traded Fd
 220,230 $7,895,246 7.14%
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)