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Home > Institutional Investor > Clarfeld Financial Advisors, Llc > Profile

Instuitional Investor - Clarfeld Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Clarfeld Financial Advisors, Llc
Portfolio Value $120,425,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 120,453 $30,345,000 25.19%
2.
Ishares Trust
 IEF 106,154 $14,214,000 11.8%
3.
Ishares Trust
 IEF 178,599 $10,499,000 8.71%
4.
Ishares Trust
 IEF 168,385 $6,577,000 5.46%
5.
Ishares Tr
 108,227 $5,675,000 4.71%
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)