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Home > Institutional Investor > Fft Wealth Management Llc > Profile

Instuitional Investor - Fft Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Fft Wealth Management Llc
Portfolio Value $478,072,942
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 156,474 $87,922,797 18.39%
2.
Ishares Trust
 IEF 129,579 $41,159,470 8.61%
3.
Ishares Tr
 644,892 $39,841,458 8.33%
4.
2023 Etf Series Trust Ii
 1,202,553 $37,650,245 7.88%
5.
Spdr S & P 500 Etf Trust
 SPY 54,356 $30,498,897 6.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)