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Home > Institutional Investor > Econ Financial Services Corp > Profile

Instuitional Investor - Econ Financial Services Corp

Fund Profile
Filing Period:
Fund Name: Econ Financial Services Corp
Portfolio Value $187,809,902
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 284,618 $13,388,431 7.13%
2.
Ishares Trust
 IEF 105,555 $11,037,886 5.88%
3.
Pimco Etf Trust
 360,541 $9,500,255 5.06%
4.
Ishares Trust
 IEF 147,721 $8,619,520 4.59%
5.
Sector Spdr Trust
 XLB 85,089 $7,951,567 4.23%
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)