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Home > Institutional Investor > Insight Financial Services > Profile

Instuitional Investor - Insight Financial Services

Fund Profile
Filing Period:
Fund Name: Insight Financial Services
Portfolio Value $84,157,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,339 $37,417,096 44.46%
2.
Ishares Core Dividend Growth Etf
 208,005 $11,194,873 13.3%
3.
Vanguard World Fund
 22,064 $10,679,010 12.68%
4.
Ishares Trust
 IEF 22,972 $6,366,721 7.56%
5.
Ishares Trust
 IEF 57,533 $6,227,983 7.4%
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)