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Home > Institutional Investor > Ai Financial Services Llc > Profile

Instuitional Investor - Ai Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Ai Financial Services Llc
Portfolio Value $147,762,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 168,838 $33,681,493 22.79%
2.
Touchstone Etf Trust
 768,662 $17,156,616 11.61%
3.
2023 Etf Series Trust
 430,030 $14,105,000 9.55%
4.
Harris Oakmark Etf Trust
 574,651 $14,050,234 9.51%
5.
Ishares Trust
 IEF 54,724 $6,676,875 4.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)