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Home > Institutional Investor > Attessa Capital Llc > Profile

Instuitional Investor - Attessa Capital Llc

Fund Profile
Filing Period:
Fund Name: Attessa Capital Llc
Portfolio Value $169,681,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 80,443 $53,589,518 31.58%
2.
Vanguard Tax-Managed Fds
 573,770 $34,390,787 20.27%
3.
Vanguard Bond Index Funds
 BND 188,990 $14,059,128 8.29%
4.
Sector Spdr Trust
 XLB 79,788 $11,249,596 6.63%
5.
Schwab Strategic Trust
 FNDF 397,915 $10,005,869 5.9%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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