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Home > Institutional Investor > Bg Investment Services, Inc. > Profile

Instuitional Investor - Bg Investment Services, Inc.

Fund Profile
Filing Period:
Fund Name: Bg Investment Services, Inc.
Portfolio Value $91,721,250
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,387 $25,506,361 27.8%
2.
Ishares Tr
 305,214 $18,813,402 20.51%
3.
Ishares Trust
 IEF 164,629 $15,967,338 17.4%
4.
Ishares Inc
 154,629 $7,221,164 7.87%
5.
Ishares Tr
 118,984 $5,927,782 6.46%
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)