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Home > Institutional Investor > Private Client Services, Llc > Profile

Instuitional Investor - Private Client Services, Llc

Fund Profile
Filing Period:
Fund Name: Private Client Services, Llc
Portfolio Value $121,784,898
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Innovator Etfs Tr
 240,647 $7,397,489 6.07%
2.
Ishares Trust
 IEF 12,106 $5,782,396 4.74%
3.
Ishares Trust
 IEF 20,852 $4,658,128 3.82%
4.
Spdr Ser Tr
 40,041 $3,659,354 3%
5.
Spdr S & P 500 Etf Trust
 SPY 7,590 $3,607,552 2.96%
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)