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Home > Institutional Investor > Fintrust Investment Advisory Services, Llc > Profile

Instuitional Investor - Fintrust Investment Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Fintrust Investment Advisory Services, Llc
Portfolio Value $109,276,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Powershares Exchange Traded Fund Trust
 479,393 $8,893,000 8.13%
2.
Ishares Trust
 IEF 77,452 $8,756,000 8.01%
3.
Rydex Etf Trust
 76,616 $8,411,000 7.69%
4.
Bb&T Corp
 BBT 152,100 $7,915,000 7.24%
5.
Rydex Etf Trust
 103,569 $6,692,000 6.12%
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)