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Home > Institutional Investor > Strategic Equity Management > Profile

Instuitional Investor - Strategic Equity Management

Fund Profile
Filing Period:
Fund Name: Strategic Equity Management
Portfolio Value $237,379,347
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,578,420 $36,587,765 15.41%
2.
Spdr S & P 500 Etf Trust
 SPY 51,710 $30,306,443 12.76%
3.
Northern Lts Fd Tr Iv
 97,104 $20,711,947 8.72%
4.
Vanguard Index Fds
 72,522 $19,559,049 8.23%
5.
Ishares Trust
 IEF 50,282 $16,806,761 7.08%
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)