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Home > Institutional Investor > Dynamic Financial Group > Profile

Instuitional Investor - Dynamic Financial Group

Fund Profile
Filing Period:
Fund Name: Dynamic Financial Group
Portfolio Value $103,753,696
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 537,977 $54,168,900 52.21%
2.
Ishares Trust
 IEF 13,823 $5,868,839 5.66%
3.
Deere & Co
 DE 10,327 $5,251,195 5.06%
4.
Verizon Communications Inc
 VZ 84,925 $3,674,692 3.54%
5.
Ishares Trust
 IEF 12,157 $2,361,289 2.28%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)