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Home > Institutional Investor > Cleary Gull Holdings Inc. > Profile

Instuitional Investor - Cleary Gull Holdings Inc.

Fund Profile
Filing Period:
Fund Name: Cleary Gull Holdings Inc.
Portfolio Value $147,617,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Powershares Etf Trust Ii
 1,883,499 $40,664,000 27.54%
2.
Ishares Trust
 IEF 243,837 $27,814,000 18.84%
3.
Vanguard Index Funds
 261,683 $22,798,000 15.44%
4.
Ishares Trust
 IEF 312,862 $17,883,000 12.11%
5.
Ishares Tr
 174,637 $6,895,000 4.67%
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)