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Home > Institutional Investor > Mba Advisors Llc > Profile

Instuitional Investor - Mba Advisors Llc

Fund Profile
Filing Period:
Fund Name: Mba Advisors Llc
Portfolio Value $179,398,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 78,789 $8,290,966 4.62%
2.
Vanguard Bond Index Funds
 BND 106,201 $8,111,632 4.52%
3.
Schwab Strategic Trust
 FNDF 87,553 $7,263,410 4.04%
4.
Schwab Strategic Trust
 FNDF 128,237 $7,232,584 4.03%
5.
Ishares Tr
 189,189 $7,105,939 3.96%
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)