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

Instuitional Investor - Compass Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Compass Financial Group, Inc.
Portfolio Value $209,047,888
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 48,582 $28,599,252 13.68%
2.
Ishares Trust
 IEF 57,284 $19,147,177 9.15%
3.
Ishares Trust
 IEF 39,168 $15,729,085 7.52%
4.
Powershares Ftse Rafi Us 1000 Portfolio
 294,283 $11,871,376 5.67%
5.
Janus Henderson Aaa Clo Etf
 221,435 $11,228,969 5.37%
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)