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Home > Institutional Investor > Partnervest Advisory Services Llc > Profile

Instuitional Investor - Partnervest Advisory Services Llc

Fund Profile
Filing Period:
Fund Name: Partnervest Advisory Services Llc
Portfolio Value $315,316,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 154,533 $51,751,000 16.92%
2.
Goldman Sachs Etf Tr
 234,140 $23,515,000 7.69%
3.
Ishares Tr
 212,075 $13,516,000 4.42%
4.
Apple Inc.
 AAPL 93,754 $10,858,000 3.55%
5.
Advisorshares Trust
 283,891 $9,697,000 3.17%
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)