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Home > Institutional Investor > Private Client Services, Llc > Profile

Instuitional Investor - Private Client Services, Llc

Fund Profile
Filing Period:
Fund Name: Private Client Services, Llc
Portfolio Value $202,158,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 23,802 $13,374,141 6.62%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 48,034 $8,320,978 4.12%
3.
Ishares Trust
 IEF 26,665 $7,221,547 3.57%
4.
Ishares Tr - CORE MSCI EAFE
 86,644 $6,554,584 3.24%
5.
Spdr S & P 500 Etf Trust
 SPY 10,895 $6,094,293 3.01%
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)