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Home > Institutional Investor > Cresta Advisors, Ltd. > Profile

Instuitional Investor - Cresta Advisors, Ltd.

Fund Profile
Filing Period:
Fund Name: Cresta Advisors, Ltd.
Portfolio Value $149,952,585
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 35,142 $16,703,345 11.13%
2.
Vanguard Index Fds
 94,867 $14,182,617 9.45%
3.
Ishares Trust
 IEF 127,636 $14,124,200 9.41%
4.
Wisdomtree Tr
 161,432 $11,345,441 7.56%
5.
Vanguard Index Fds
 38,396 $9,108,300 6.07%
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)