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Home > Institutional Investor > Elevatus Welath Management > Profile

Instuitional Investor - Elevatus Welath Management

Fund Profile
Filing Period:
Fund Name: Elevatus Welath Management
Portfolio Value $220,094,684
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 52,308 $19,669,957 8.93%
2.
Ishares Trust
 IEF 145,098 $14,347,266 6.51%
3.
Apple Inc.
 AAPL 63,626 $12,249,935 5.56%
4.
Nvidia Corp
 NVDA 24,601 $12,183,005 5.53%
5.
Spdr S & P 500 Etf Trust
 SPY 17,904 $8,510,145 3.86%
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)