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Home > Institutional Investor > Forte Asset Management Llc > Profile

Instuitional Investor - Forte Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Forte Asset Management Llc
Portfolio Value $198,540,032
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,506 $10,768,970 5.42%
2.
Ishares Tr - MSCI USA QLT FCT
 62,376 $10,659,422 5.37%
3.
Ishares Tr - CORE MSCI TOTAL
 148,321 $10,354,292 5.22%
4.
Ishares Tr
 159,626 $9,861,687 4.97%
5.
Ishares Trust
 IEF 28,411 $9,024,523 4.55%
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)