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Home > Institutional Investor > Claremont Financial Group, Inc. > Profile

Instuitional Investor - Claremont Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Claremont Financial Group, Inc.
Portfolio Value $23,401,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Ftse Developed Markets Etf
 149,581 $7,107,000 30.37%
2.
Spdr Gold Trust
 GLD 22,057 $3,978,000 16.99%
3.
Ishares Trust
 IEF 10,881 $2,840,000 12.13%
4.
Ishares Residential & Multisector Re Etf
 26,298 $2,567,000 10.96%
5.
Vanguard Intl Equity Index Funds
 VWO 51,561 $2,379,000 10.16%
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)