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Home > Institutional Investor > Cassaday & Co Inc. > Profile

Instuitional Investor - Cassaday & Co Inc.

Fund Profile
Filing Period:
Fund Name: Cassaday & Co Inc.
Portfolio Value $1,063,787,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 2,088,965 $544,719,000 51.2%
2.
World Gold Tr
 15,135,075 $275,156,000 25.86%
3.
Ishares Trust
 IEF 508,709 $62,256,000 5.85%
4.
Ishares Trust
 IEF 255,481 $42,903,000 4.03%
5.
Ishares Trust
 IEF 365,061 $42,062,000 3.95%
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)