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Home > Institutional Investor > Providence First Trust Co > Profile

Instuitional Investor - Providence First Trust Co

Fund Profile
Filing Period:
Fund Name: Providence First Trust Co
Portfolio Value $260,873,327
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Bloomberg Investment Grade Floating Rate Etf
 515,318 $15,835,722 5.95%
2.
Ishares Trust
 IEF 160,978 $15,598,810 5.86%
3.
Pimco Etf Trust
 149,703 $15,021,240 5.65%
4.
Ishares Trust
 IEF 129,725 $13,859,866 5.21%
5.
Vanguard Scottsdale Funds
 150,120 $11,226,008 4.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)