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Home > Institutional Investor > Hobart Private Capital, Llc > Profile

Instuitional Investor - Hobart Private Capital, Llc

Fund Profile
Filing Period:
Fund Name: Hobart Private Capital, Llc
Portfolio Value $302,121,602
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 124,944 $59,387,133 19.65%
2.
First Tr Exchng Traded Fd Vi
 947,717 $25,180,841 8.33%
3.
Vanguard Bond Index Funds
 BND 302,785 $22,269,837 7.37%
4.
Sector Spdr Trust
 XLB 79,987 $15,395,898 5.09%
5.
Vanguard Wellington Fd
 104,147 $13,171,451 4.35%
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)