Instuitional Investor - Burkett Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Burkett Financial Services, Llc |
| Portfolio Value | $277,730,394 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,705,702 | $49,823,552 | 17.94% | |
| 2. | FNDF | 1,639,370 | $43,443,302 | 15.64% | |
| 3. | Vanguard Ftse Developed Markets Etf | 395,778 | $22,563,279 | 8.12% | |
| 4. | Msci Eafa Hedged Dollar Etf | 497,738 | $21,776,033 | 7.84% | |
| 5. | Eagle Capital Select Equity Etf | 644,021 | $19,436,554 | 7% |
