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Home > Institutional Investor > Southern Style Financial, Inc. > Profile

Instuitional Investor - Southern Style Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Southern Style Financial, Inc.
Portfolio Value $123,521,315
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 68,779 $40,497,415 32.78%
2.
Capital Grp Fixed Incm Etf T
 697,633 $17,991,968 14.56%
3.
Fidelity Merrimack Str Tr
 352,577 $15,820,187 12.8%
4.
Ishares Tr
 279,382 $13,896,516 11.25%
5.
Ishares Trust
 IAU 88,145 $4,364,064 3.53%
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)