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Home > Institutional Investor > Colton Groome Financial Advisors, Llc > Profile

Instuitional Investor - Colton Groome Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Colton Groome Financial Advisors, Llc
Portfolio Value $229,189,964
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 84,171 $40,202,595 17.54%
2.
Ishares Trust
 IEF 228,181 $17,193,438 7.5%
3.
Ishares Trust
 IEF 153,462 $15,231,104 6.64%
4.
Ishares Trust
 IEF 215,274 $8,656,168 3.77%
5.
Ishares Tr
 147,393 $7,094,025 3.09%
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)