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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 $88,819,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,854 $15,615,763 17.58%
2.
Schwab Strategic Trust
 FNDF 271,443 $15,309,358 17.23%
3.
Ishares Tr
 75,894 $8,734,604 9.83%
4.
Northern Lts Fd Tr Iv
 160,508 $5,601,727 6.3%
5.
Ishares Trust
 IEF 72,000 $5,407,214 6.08%
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)