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Home > Institutional Investor > Trustcore Financial Services, Llc > Profile

Instuitional Investor - Trustcore Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Trustcore Financial Services, Llc
Portfolio Value $1,137,622,254
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 470,293 $179,854,783 15.8%
2.
Hca Healthcare Inc.
 HCA 307,452 $73,776,234 6.48%
3.
Ishares Trust
 IEF 1,018,018 $66,822,679 5.87%
4.
Ishares U S Etf Tr
 1,325,012 $65,283,332 5.73%
5.
Vanguard Index Fds
 354,532 $49,765,720 4.37%
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)