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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 $298,391,809
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Ser Solutions
 2,062,762 $62,398,551 20.91%
2.
Spdr Ser Tr
 442,140 $40,424,860 13.54%
3.
Ishares Tr
 400,289 $40,156,992 13.45%
4.
Spdr S & P 500 Etf Trust
 SPY 53,445 $31,322,804 10.49%
5.
Sector Spdr Trust
 XLB 279,891 $21,184,939 7.09%
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)