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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 $156,244,081
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 78,307 $48,397,426 30.98%
2.
Vanguard Tax-Managed Fds
 556,777 $31,749,667 20.32%
3.
Vanguard Bond Index Funds
 BND 174,510 $12,871,408 8.24%
4.
Sector Spdr Trust
 XLB 38,701 $9,802,280 6.27%
5.
Schwab Strategic Trust
 FNDF 386,347 $9,442,328 6.04%
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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