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Home > Institutional Investor > Sylvest Advisors, Llc > Profile

Instuitional Investor - Sylvest Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sylvest Advisors, Llc
Portfolio Value $162,676,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 102,632 $19,000,201 11.67%
2.
Ishares Trust
 IEF 38,221 $15,348,952 9.43%
3.
Schwab Strategic Trust
 FNDF 804,671 $14,886,419 9.15%
4.
Pacer Fds Tr
 261,522 $14,770,770 9.07%
5.
Vanguard Index Fds - MID CAP ETF
 51,954 $13,722,607 8.43%
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)