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Home > Institutional Investor > Rfp Financial Group Llc > Profile

Instuitional Investor - Rfp Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Rfp Financial Group Llc
Portfolio Value $244,240,326
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd Tr S&P500 Eql Wgt
 351,234 $55,446,305 22.73%
2.
Apple Inc.
 AAPL 97,824 $18,837,602 7.72%
3.
Ishares Trust
 IEF 31,100 $14,854,128 6.08%
4.
Spdr Portfolio Short Term Treasury Etf
 422,639 $12,277,293 5.03%
5.
Ishares Trust
 IEF 106,450 $10,565,188 4.33%
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)