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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 $159,960,191
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 103,845 $19,539,384 12.22%
2.
Schwab Strategic Trust
 FNDF 852,361 $16,859,706 10.54%
3.
Pacer Fds Tr
 273,989 $15,003,645 9.38%
4.
Ishares Trust
 IEF 39,425 $14,236,039 8.9%
5.
Vanguard Index Fds - MID CAP ETF
 54,670 $14,138,643 8.84%
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)