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Home > Institutional Investor > Excelsia, Inc. > Profile

Instuitional Investor - Excelsia, Inc.

Fund Profile
Filing Period:
Fund Name: Excelsia, Inc.
Portfolio Value $1,234,000,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr Select Divid Etf Fd
 83,018 $6,592,000 15.39%
2.
Alps Etf Tr Alerian Mlp Etf
 230,903 $4,045,000 9.44%
3.
Spdr Index Shs Fds Dow Jones I
 69,896 $2,906,000 6.78%
4.
Ishares Msci Eafe Etf
 EFA 33,214 $2,021,000 4.71%
5.
Pepsico Inc Com
 PEP 20,518 $1,940,000 4.52%
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)