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Home > Institutional Investor > Kcs Wealth Advisory > Profile

Instuitional Investor - Kcs Wealth Advisory

Fund Profile
Filing Period:
Fund Name: Kcs Wealth Advisory
Portfolio Value $234,548,980
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 169,875 $29,084,299 12.4%
2.
Janus Detroit Str Tr
 250,266 $12,595,863 5.37%
3.
Vanguard Scottsdale Funds
 203,100 $11,698,532 4.98%
4.
Goldman Sachs Etf Tr
 166,015 $8,290,790 3.53%
5.
Ishares Trust
 IEF 12,949 $5,560,718 2.37%
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)