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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 $101,450,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sofi Technologies Inc.
 SOFI 888,439 $14,438,661 14.23%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 258,653 $11,766,108 11.6%
3.
Rbb Fund Trust
 227,144 $11,111,881 10.95%
4.
Citigroup Inc
 C 52,816 $7,392,064 7.29%
5.
Vanguard Index Fds
 15,598 $5,772,022 5.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.