Instuitional Investor - Burkett Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Burkett Financial Services, Llc |
| Portfolio Value | $291,821,247 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,722,959 | $52,860,401 | 18.11% | |
| 2. | FNDF | 1,632,528 | $47,555,568 | 16.3% | |
| 3. | Msci Eafa Hedged Dollar Etf | 494,440 | $24,425,342 | 8.37% | |
| 4. | Vanguard Ftse Developed Markets Etf | 378,257 | $24,238,757 | 8.31% | |
| 5. | Calamos S&P Structured Alt Etf (Blended) | 740,310 | $20,161,602 | 6.91% |
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