Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Invst, Llc > Profile

Instuitional Investor - Invst, Llc

Fund Profile
Filing Period:
Fund Name: Invst, Llc
Portfolio Value $782,353,388
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 249,579 $123,888,338 15.83%
2.
Ishares Tr
 811,414 $37,016,707 4.73%
3.
Schwab Strategic Trust
 FNDF 335,632 $29,622,848 3.78%
4.
Invesco Qqq Tr
 54,992 $23,514,029 3%
5.
Ishares Trust
 IEF 213,885 $23,352,000 2.98%
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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)