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Home > Institutional Investor > Roof Advisory Group, Inc. > Profile

Instuitional Investor - Roof Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Roof Advisory Group, Inc.
Portfolio Value $171,943,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 103,060 $30,196,000 17.56%
2.
Schwab Strategic Trust
 FNDF 303,965 $25,292,000 14.7%
3.
Vanguard Scottsdale Funds
 138,688 $11,189,000 6.5%
4.
Blackrock Enhanced Capital & Income Fund Inc.
 CII 601,702 $9,506,000 5.52%
5.
Jpmorgan Chase & Co
 JPM 67,774 $7,577,000 4.4%
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)