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Home > Institutional Investor > Flaharty Asset Management, Llc > Profile

Instuitional Investor - Flaharty Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Flaharty Asset Management, Llc
Portfolio Value $633,072,477
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 157,293 $47,686,548 7.53%
2.
Ishares Trust
 IEF 243,677 $40,267,677 6.36%
3.
Pimco Etf Trust
 382,201 $38,139,822 6.02%
4.
First Tr Exchange-Traded Fd
 782,856 $36,066,172 5.69%
5.
Janus Detroit Str Tr
 623,915 $31,382,980 4.95%
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)