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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 $99,851,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 560,157 $56,391,030 56.47%
2.
Ishares Trust
 IEF 14,223 $5,135,691 5.14%
3.
Deere & Co
 DE 10,368 $4,866,138 4.87%
4.
Verizon Communications Inc
 VZ 84,831 $3,847,950 3.85%
5.
Ishares Trust
 IEF 12,167 $2,289,399 2.29%
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)