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Home > Institutional Investor > Mcalister, Sweet & Associates, Inc. > Profile

Instuitional Investor - Mcalister, Sweet & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Mcalister, Sweet & Associates, Inc.
Portfolio Value $132,085,907
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,349 $41,776,440 31.63%
2.
Vanguard Index Fds - GROWTH ETF
 24,535 $9,098,076 6.89%
3.
Pacer Fds Tr
 144,136 $7,892,904 5.98%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 42,617 $7,382,566 5.59%
5.
Sector Spdr Trust
 XLB 143,337 $7,139,616 5.41%
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)