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Home > Institutional Investor > Uma Financial Services, Inc. > Profile

Instuitional Investor - Uma Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Uma Financial Services, Inc.
Portfolio Value $591,789,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 135,032 $79,490,906 13.43%
2.
Spdr Series Trust
 725,565 $50,020,470 8.45%
3.
Ishares Trust
 IEF 214,120 $21,739,573 3.67%
4.
Ishares Tr
 120,756 $21,504,209 3.63%
5.
Dimensional Etf Trust
 726,789 $21,222,230 3.58%
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)