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Home > Institutional Investor > S.c. Financial Services, Inc. > Profile

Instuitional Investor - S.c. Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: S.c. Financial Services, Inc.
Portfolio Value $65,041,277
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 22,944 $2,981,102 4.58%
2.
Ishares Trust
 IEF 6,715 $2,579,970 3.96%
3.
Microsoft Corp
 MSFT 8,977 $2,152,841 3.3%
4.
Johnson & Johnson
 JNJ 11,616 $2,051,923 3.15%
5.
Abbvie Inc.
 ABBV 12,133 $1,960,781 3.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)