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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 $447,952,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 144,854 $70,360,156 15.7%
2.
Spdr Series Trust
 1,043,706 $59,355,551 13.25%
3.
Ishares Trust
 IEF 182,776 $19,485,713 4.34%
4.
Dimensional Etf Trust
 600,795 $16,906,360 3.77%
5.
Ishares Tr
 101,992 $15,435,430 3.44%
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)