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Home > Institutional Investor > Coastal Capital Group, Inc. > Profile

Instuitional Investor - Coastal Capital Group, Inc.

Fund Profile
Filing Period:
Fund Name: Coastal Capital Group, Inc.
Portfolio Value $463,172,986
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 252,303 $112,454,042 24.27%
2.
Schwab Strategic Trust
 FNDF 2,522,405 $89,923,723 19.41%
3.
Schwab Strategic Trust
 FNDF 537,919 $39,063,702 8.43%
4.
Ishares Trust
 IEF 123,576 $32,312,586 6.97%
5.
Schwab Strategic Trust
 FNDF 670,426 $16,512,600 3.56%
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)