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Home > Institutional Investor > Ewg Elevate Inc. > Profile

Instuitional Investor - Ewg Elevate Inc.

Fund Profile
Filing Period:
Fund Name: Ewg Elevate Inc.
Portfolio Value $241,043,054
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 29,261 $13,908,236 5.77%
2.
Invesco Qqq Tr
 30,359 $12,432,652 5.15%
3.
Schwab Strategic Trust
 FNDF 192,921 $10,739,934 4.45%
4.
Ishares Tr
 72,348 $10,645,307 4.41%
5.
Sector Spdr Trust
 XLB 124,007 $10,396,778 4.31%
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)