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Home > Institutional Investor > Financial Consulate Inc. > Profile

Instuitional Investor - Financial Consulate Inc.

Fund Profile
Filing Period:
Fund Name: Financial Consulate Inc.
Portfolio Value $277,441,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
10X Genomics Inc.
 TXG 141,258 $27,661,000 9.97%
2.
Invesco Exchange Traded Fd T
 388,799 $23,238,000 8.37%
3.
Schwab Strategic Trust
 FNDF 210,509 $21,887,000 7.88%
4.
Spdr Series Trust
 272,494 $17,159,000 6.18%
5.
Spdr Index Shs Fds
 557,124 $16,825,000 6.06%
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)