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Home > Institutional Investor > Provident Living Financial Services, Inc. > Profile

Instuitional Investor - Provident Living Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Provident Living Financial Services, Inc.
Portfolio Value $90,637,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sofi Technologies Inc.
 SOFI 823,296 $11,994,015 13.23%
2.
Rbb Fund Trust
 218,460 $10,267,608 11.33%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 216,372 $9,870,886 10.89%
4.
Citigroup Inc
 C 55,967 $6,347,252 7%
5.
Vanguard Index Fds
 15,937 $5,112,651 5.64%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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