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Home > Institutional Investor > Mainsail Financial Group, Llc > Profile

Instuitional Investor - Mainsail Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Mainsail Financial Group, Llc
Portfolio Value $172,570,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 26,999 $15,823,586 9.16%
2.
First Tr Exchange-Traded Fd
 245,046 $14,646,424 8.48%
3.
J P Morgan Exchange Traded F
 305,179 $13,183,717 7.63%
4.
Schwab Strategic Trust
 FNDF 325,633 $9,075,403 5.25%
5.
First Tr Exchange Trad Fd Vi
 366,476 $8,769,763 5.08%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)