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Home > Institutional Investor > Coordinated Financial Services, Inc. > Profile

Instuitional Investor - Coordinated Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Coordinated Financial Services, Inc.
Portfolio Value $130,513,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 29,336 $16,484,020 12.63%
2.
Spdr S & P 500 Etf Trust
 SPY 9,115 $5,098,603 3.91%
3.
Vanguard Index Fds
 12,826 $3,525,136 2.7%
4.
Ishares Tr - US TREAS BD ETF
 133,455 $3,067,455 2.35%
5.
Spdr Gold Trust
 GLD 9,809 $2,826,365 2.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)