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Home > Institutional Investor > Callan Family Office, Llc > Profile

Instuitional Investor - Callan Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Callan Family Office, Llc
Portfolio Value $404,928,598
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 149,642 $71,473,508 17.65%
2.
Ishares Tr
 682,412 $48,007,684 11.85%
3.
Ishares Trust
 IEF 183,171 $30,269,008 7.47%
4.
Spdr S & P 500 Etf Trust
 SPY 50,354 $23,933,760 5.91%
5.
Ishares Trust
 IEF 86,184 $23,885,896 5.89%
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)