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Home > Institutional Investor > Columbia Advisory Partners Llc > Profile

Instuitional Investor - Columbia Advisory Partners Llc

Fund Profile
Filing Period:
Fund Name: Columbia Advisory Partners Llc
Portfolio Value $97,299,595
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 268,620 $13,965,554 14.35%
2.
Schwab Strategic Trust
 FNDF 180,945 $13,775,351 14.15%
3.
Vanguard Index Fds
 65,155 $9,448,193 9.71%
4.
Invesco Exchange Traded Fd T
 206,597 $7,792,845 8%
5.
Sector Spdr Trust
 XLB 60,317 $6,875,535 7.06%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)