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Home > Institutional Investor > Shum Financial Group, Inc. > Profile

Instuitional Investor - Shum Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Shum Financial Group, Inc.
Portfolio Value $115,769,622
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 34,806 $8,716,207 7.52%
2.
Ishares Tr - MSCI USA QLT FCT
 29,203 $5,200,470 4.49%
3.
Ishares Tr
 97,837 $4,833,148 4.17%
4.
Microsoft Corp
 MSFT 10,564 $4,452,704 3.84%
5.
Spdr Ser Tr - PORTFOLIO S&P600
 98,809 $4,438,509 3.83%
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)