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Home > Institutional Investor > Morris Financial Concepts, Inc. > Profile

Instuitional Investor - Morris Financial Concepts, Inc.

Fund Profile
Filing Period:
Fund Name: Morris Financial Concepts, Inc.
Portfolio Value $175,100,727
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,744 $22,326,130 12.75%
2.
Schwab Strategic Trust
 FNDF 391,329 $22,070,956 12.6%
3.
Ishares Trust
 IEF 117,460 $12,715,034 7.26%
4.
Ishares Tr
 161,754 $11,379,411 6.49%
5.
Schwab Strategic Trust
 FNDF 165,993 $7,841,509 4.47%
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)