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Home > Institutional Investor > Kays Financial Advisory Corp V > Profile

Instuitional Investor - Kays Financial Advisory Corp V

Fund Profile
Filing Period:
Fund Name: Kays Financial Advisory Corp V
Portfolio Value $623,869,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 611,419 $68,742,000 11.01%
2.
Spdr S & P 500 Etf Trust
 SPY 198,563 $66,497,000 10.65%
3.
Ishares Trust
 IEF 266,390 $61,557,000 9.86%
4.
Spdr Series Trust
 1,836,957 $55,476,000 8.89%
5.
Vanguard Scottsdale Funds
 479,778 $39,750,000 6.37%
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)