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Home > Institutional Investor > Compass Financial Group, Inc. > Profile

Instuitional Investor - Compass Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Compass Financial Group, Inc.
Portfolio Value $177,738,486
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,277 $24,013,804 13.51%
2.
Ishares Trust
 IEF 59,209 $16,207,872 9.11%
3.
Ishares Trust
 IEF 40,781 $12,363,576 6.95%
4.
Janus Henderson Aaa Clo Etf
 226,467 $11,391,290 6.4%
5.
Powershares Ftse Rafi Us 1000 Portfolio
 304,484 $10,717,837 6.03%
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)