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Home > Institutional Investor > Clark Financial Advisors > Profile

Instuitional Investor - Clark Financial Advisors

Fund Profile
Filing Period:
Fund Name: Clark Financial Advisors
Portfolio Value $106,103,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,156 $20,033,000 18.88%
2.
Ishares Tr
 101,633 $10,141,000 9.55%
3.
Ishares Trust
 IEF 118,079 $8,959,000 8.44%
4.
Ishares U S Etf Tr
 148,603 $7,366,000 6.94%
5.
Ishares Tr
 156,560 $6,882,000 6.48%
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)