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Home > Institutional Investor > Epic Trust Investment Advisors, Llc > Profile

Instuitional Investor - Epic Trust Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Epic Trust Investment Advisors, Llc
Portfolio Value $74,622,061
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 17,612 $8,371,100 11.21%
2.
Invesco Exchange Traded Fd T
 32,355 $5,105,564 6.84%
3.
Invesco Qqq Tr
 11,950 $4,893,805 6.55%
4.
Ishares Trust
 IEF 9,372 $2,841,310 3.8%
5.
Spdr Series Trust
 40,345 $2,624,834 3.51%
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)