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Home > Institutional Investor > Syntax Advisors, Llc > Profile

Instuitional Investor - Syntax Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Syntax Advisors, Llc
Portfolio Value $113,505,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Syntax Etf Tr
 710,727 $46,470,174 40.94%
2.
Syntax Etf Tr
 149,660 $5,506,455 4.85%
3.
Syntax Etf Tr
 68,762 $2,751,807 2.42%
4.
Costco Wholesale Corp W
 COST 1,345 $759,871 0.66%
5.
Exxon Mobil Corp
 XOM 6,393 $751,689 0.66%
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)