Instuitional Investor - Navigation Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Navigation Wealth Management, Inc. |
| Portfolio Value | $27,745,268 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Zacks Trust | 155,906 | $5,274,300 | 19.01% | |
| 2. | Zacks Trust | 87,985 | $2,372,076 | 8.55% | |
| 3. | Zacks Trust | 58,744 | $2,177,640 | 7.85% | |
| 4. | Spdr Series Trust | 22,190 | $2,124,022 | 7.66% | |
| 5. | SPY | 3,228 | $2,099,298 | 7.57% |