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Home > Institutional Investor > Mcelhenny Sheffield Capital Management, Llc > Profile

Instuitional Investor - Mcelhenny Sheffield Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Mcelhenny Sheffield Capital Management, Llc
Portfolio Value $245,789,714
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 110,522 $45,260,984 18.41%
2.
Etf Ser Solutions
 1,476,045 $37,452,819 15.23%
3.
Spdr S & P 500 Etf Trust
 SPY 53,150 $25,041,316 10.18%
4.
Proshares Tr
 474,478 $24,056,037 9.78%
5.
Sector Spdr Trust
 XLB 238,261 $17,312,040 7.04%
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)