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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 $186,060,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 278,853 $9,757,066 5.24%
2.
Ishares Trust
 IEF 15,597 $9,181,841 4.93%
3.
Ishares Trust
 IEF 26,389 $7,622,463 4.09%
4.
Spdr S & P 500 Etf Trust
 SPY 12,216 $7,159,299 3.84%
5.
Apple Inc.
 AAPL 16,664 $4,172,952 2.24%
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)