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Home > Institutional Investor > Sonata Capital Group Inc > Profile

Instuitional Investor - Sonata Capital Group Inc

Fund Profile
Filing Period:
Fund Name: Sonata Capital Group Inc
Portfolio Value $200,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 185,648 $14,430 7.17%
2.
Ishares Trust
 IEF 80,992 $12,580 6.25%
3.
Ishares Trust
 IEF 39,337 $11,926 5.93%
4.
Microsoft Corp
 MSFT 30,209 $11,360 5.65%
5.
Ishares Trust
 IEF 54,568 $9,017 4.48%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)