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Home > Institutional Investor > Flynn Zito Capital Management, Llc > Profile

Instuitional Investor - Flynn Zito Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Flynn Zito Capital Management, Llc
Portfolio Value $217,810,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 482,009 $19,477,976 8.94%
2.
Indexiq Etf Trust
 704,192 $19,379,350 8.9%
3.
Apple Inc.
 AAPL 76,807 $17,061,094 7.83%
4.
Franklin Templeton Etf Tr
 317,710 $16,841,763 7.73%
5.
Ishares Trust
 IEF 27,391 $9,890,501 4.54%
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)