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Home > Institutional Investor > Mcalister, Sweet & Associates, Inc. > Profile

Instuitional Investor - Mcalister, Sweet & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Mcalister, Sweet & Associates, Inc.
Portfolio Value $107,652,926
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 64,330 $30,726,148 28.54%
2.
Pacer Fds Tr
 212,703 $11,058,429 10.27%
3.
Vanguard Index Fds
 34,017 $10,575,205 9.82%
4.
Northern Lts Fd Tr Iv
 131,681 $6,129,751 5.69%
5.
Apple Inc.
 AAPL 26,527 $5,107,311 4.74%
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)