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Home > Institutional Investor > Flaharty Asset Management, Llc > Profile

Instuitional Investor - Flaharty Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Flaharty Asset Management, Llc
Portfolio Value $485,426,399
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,126 $46,332,762 9.54%
2.
Pimco Etf Trust
 446,740 $44,913,041 9.25%
3.
Ishares Trust
 IEF 213,412 $41,450,987 8.54%
4.
Sector Spdr Trust
 XLB 634,758 $33,242,277 6.85%
5.
First Tr Exchange-Traded Fd
 723,967 $33,222,869 6.84%
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)