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Home > Institutional Investor > Claris Financial Llc > Profile

Instuitional Investor - Claris Financial Llc

Fund Profile
Filing Period:
Fund Name: Claris Financial Llc
Portfolio Value $149,195,901
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Trust Value Dividend Index Etf
 245,128 $10,697,396 7.03%
2.
Apple Inc.
 AAPL 36,208 $9,067,106 5.96%
3.
Vanguard Growth Etf
 22,026 $9,040,319 5.94%
4.
Ishares Msci Usa Momntumfct Etf
 38,109 $7,885,585 5.18%
5.
Nvidia Corp
 NVDA 43,570 $5,851,065 3.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)