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Home > Institutional Investor > Gries Financial Llc > Profile

Instuitional Investor - Gries Financial Llc

Fund Profile
Filing Period:
Fund Name: Gries Financial Llc
Portfolio Value $455,098,919
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 117,641 $56,188,635 12.34%
2.
Rbb Fd Inc
 640,896 $31,955,055 7.02%
3.
Ishares Tr
 156,425 $23,016,406 5.05%
4.
Cintas Corp
 CTAS 33,935 $20,451,267 4.49%
5.
First Tr Exchng Traded Fd Vi
 597,515 $18,941,166 4.16%
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)