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Home > Institutional Investor > Carr Financial Group Corp > Profile

Instuitional Investor - Carr Financial Group Corp

Fund Profile
Filing Period:
Fund Name: Carr Financial Group Corp
Portfolio Value $270,256,018
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 336,620 $24,758,403 9.16%
2.
Schwab Strategic Trust
 FNDF 303,348 $17,108,831 6.33%
3.
J P Morgan Exchange Traded F
 227,745 $12,521,395 4.63%
4.
Direxion Shs Etf Tr
 142,156 $12,032,084 4.45%
5.
Ishares Trust
 IEF 139,330 $11,430,640 4.22%
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)