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Home > Institutional Investor > Cbm Financial, Llc > Profile

Instuitional Investor - Cbm Financial, Llc

Fund Profile
Filing Period:
Fund Name: Cbm Financial, Llc
Portfolio Value $168,070,484
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 465,364 $44,791,282 26.65%
2.
Spdr Series Trust
 KRE 321,768 $28,148,275 16.75%
3.
Spdr Series Trust
 KRE 323,913 $20,056,683 11.93%
4.
Ishares Trust
 IEF 244,055 $18,435,944 10.97%
5.
Spdr Series Trust
 KRE 141,160 $16,409,835 9.76%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.