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Home > Institutional Investor > Bfsg, Llc > Profile

Instuitional Investor - Bfsg, Llc

Fund Profile
Filing Period:
Fund Name: Bfsg, Llc
Portfolio Value $687,355,047
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 69,407 $26,099,948 3.79%
2.
Apple Inc.
 AAPL 105,323 $20,277,793 2.95%
3.
Vanguard Index Fds
 82,106 $19,477,126 2.83%
4.
Spdr S & P 500 Etf Trust
 SPY 40,128 $19,073,397 2.77%
5.
Dimensional Etf Trust
 478,196 $11,935,783 1.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)