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Home > Institutional Investor > Mcelhenny Sheffield Capital Management, Llc > Profile

Instuitional Investor - Mcelhenny Sheffield Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Mcelhenny Sheffield Capital Management, Llc
Portfolio Value $266,764,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Ser Solutions
 2,710,382 $80,525,449 30.19%
2.
Ishares Trust
 IEF 579,674 $55,283,509 20.72%
3.
Spdr Gold Trust
 GLD 101,253 $29,175,039 10.94%
4.
Sector Spdr Trust
 XLB 297,808 $14,833,794 5.56%
5.
Sector Spdr Trust
 XLB 151,382 $14,600,803 5.47%
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)