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Home > Institutional Investor > Bivin & Associates, Inc. > Profile

Instuitional Investor - Bivin & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Bivin & Associates, Inc.
Portfolio Value $93,099,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 192,101 $8,994,000 9.66%
2.
Ssga Active Etf Tr
 207,290 $8,632,000 9.27%
3.
Vanguard Intl Equity Index Funds
 VWO 143,393 $7,164,000 7.69%
4.
Pacer Fds Tr
 208,948 $4,492,000 4.82%
5.
Vanguard Bond Index Funds
 BND 55,036 $4,226,000 4.53%
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)