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Home > Institutional Investor > Bruce G. Allen Investments, Llc > Profile

Instuitional Investor - Bruce G. Allen Investments, Llc

Fund Profile
Filing Period:
Fund Name: Bruce G. Allen Investments, Llc
Portfolio Value $109,822,955
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Msci Eafe Value Etf
 303,320 $15,802,995 14.38%
2.
Vanguard Value Etf
 70,238 $10,500,623 9.56%
3.
Schwab Strategic Trust
 FNDF 86,446 $6,581,123 5.99%
4.
Schwab Strategic Trust
 FNDF 85,796 $5,314,200 4.83%
5.
Schwab Strategic Trust
 FNDF 152,107 $5,130,585 4.67%
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)