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Home > Institutional Investor > Cra Financial Services, Llc > Profile

Instuitional Investor - Cra Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Cra Financial Services, Llc
Portfolio Value $408,665,781
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 206,661 $39,788,472 9.73%
2.
Schwab Strategic Trust
 FNDF 300,496 $22,876,754 5.59%
3.
Amazon Com Inc
 AMZN 138,416 $21,030,927 5.14%
4.
Schwab Strategic Trust
 FNDF 219,195 $18,184,417 4.44%
5.
Vanguard Specialized Funds
 96,619 $16,463,900 4.02%
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)