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Home > Institutional Investor > Enzi Wealth > Profile

Instuitional Investor - Enzi Wealth

Fund Profile
Filing Period:
Fund Name: Enzi Wealth
Portfolio Value $208,117,149
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
John Hancock Exchange Traded
 676,745 $35,529,126 17.07%
2.
Ishares Trust
 IEF 64,726 $32,143,991 15.44%
3.
Ishares Tr
 460,932 $17,114,407 8.22%
4.
Ishares Trust
 IEF 162,499 $16,901,501 8.12%
5.
Exxon Mobil Corp
 XOM 142,460 $14,436,896 6.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)