Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Coordinated Financial Services, Inc. > Profile

Instuitional Investor - Coordinated Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Coordinated Financial Services, Inc.
Portfolio Value $116,822,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,208 $17,078,217 14.62%
2.
Spdr S & P 500 Etf Trust
 SPY 10,341 $5,627,583 4.82%
3.
Vanguard Index Fds
 13,167 $3,522,219 3.02%
4.
Invesco Qqq Tr
 6,013 $2,880,975 2.47%
5.
Schwab Strategic Trust
 FNDF 33,010 $2,566,865 2.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)