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Home > Institutional Investor > Community Financial Services Group, Llc > Profile

Instuitional Investor - Community Financial Services Group, Llc

Fund Profile
Filing Period:
Fund Name: Community Financial Services Group, Llc
Portfolio Value $396,467,143
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 420,215 $38,487,509 9.7%
2.
Exxon Mobil Corp
 XOM 164,217 $19,308,680 4.87%
3.
Apple Inc.
 AAPL 108,211 $18,526,740 4.67%
4.
Microsoft Corp
 MSFT 55,810 $17,622,181 4.44%
5.
Vanguard Scottsdale Funds
 206,176 $15,665,267 3.95%
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)