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Home > Institutional Investor > Urban Financial Advisory Corp > Profile

Instuitional Investor - Urban Financial Advisory Corp

Fund Profile
Filing Period:
Fund Name: Urban Financial Advisory Corp
Portfolio Value $182,023,570
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 143,141 $83,892,168 46.08%
2.
Ishares Trust
 IEF 481,465 $30,000,058 16.48%
3.
Invesco Exch Traded Fd Tr Ii
 905,795 $19,547,050 10.73%
4.
Vanguard Scottsdale Funds
 154,979 $12,089,907 6.64%
5.
Schwab Strategic Trust
 FNDF 482,827 $11,433,348 6.28%
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)