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Home > Institutional Investor > Pinkerton Retirement Specialists, Llc > Profile

Instuitional Investor - Pinkerton Retirement Specialists, Llc

Fund Profile
Filing Period:
Fund Name: Pinkerton Retirement Specialists, Llc
Portfolio Value $689,496,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 98,862 $57,941,092 8.4%
2.
Schwab Strategic Trust
 FNDF 1,724,214 $39,967,271 5.79%
3.
Ishares Trust
 IEF 388,155 $39,409,422 5.71%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 85,950 $36,571,725 5.3%
5.
Ishares Trust
 IEF 186,462 $35,591,867 5.16%
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)