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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 $129,040,960
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 22,330 $10,547,982 8.17%
2.
First Tr Exchange-Traded Fd
 168,735 $10,090,915 7.81%
3.
J P Morgan Exchange Traded F
 232,384 $8,763,882 6.79%
4.
First Tr Exchange Trad Fd Vi
 266,718 $5,961,773 4.62%
5.
Schwab Strategic Trust
 FNDF 71,396 $5,934,746 4.59%
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)