Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Financial Advisory Corp V > Profile

Instuitional Investor - Financial Advisory Corp V

Fund Profile
Filing Period:
Fund Name: Financial Advisory Corp V
Portfolio Value $310,672
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 636,984 $18,912 6.09%
2.
Davita Inc.
 DVA 120,562 $18,442 5.94%
3.
Vanguard Specialized Funds - DIV APP ETF
 70,700 $13,715 4.41%
4.
Schwab Strategic Trust
 FNDF 509,920 $12,768 4.11%
5.
Ishares Inc - CORE MSCI EMKT
 224,883 $12,137 3.91%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)