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Home > Institutional Investor > Opes Advisors Inc > Profile

Instuitional Investor - Opes Advisors Inc

Fund Profile
Filing Period:
Fund Name: Opes Advisors Inc
Portfolio Value $139,976,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 281,754 $14,254,000 10.18%
2.
Schwab Strategic Trust
 FNDF 553,640 $13,963,000 9.97%
3.
Spdr Series Trust
 430,582 $11,888,000 8.49%
4.
Schwab Strategic Trust
 FNDF 136,043 $9,377,000 6.69%
5.
Schwab Strategic Trust
 FNDF 272,195 $9,116,000 6.51%
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)