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Home > Institutional Investor > Scottrade Investment Management > Profile

Instuitional Investor - Scottrade Investment Management

Fund Profile
Filing Period:
Fund Name: Scottrade Investment Management
Portfolio Value $1,837,717,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,968,514 $425,744,000 23.16%
2.
Ishares Trust
 IEF 3,450,809 $372,377,000 20.26%
3.
Ishares Trust
 IEF 2,546,968 $279,122,000 15.18%
4.
Ishares Tr Core Msci Eafe
 3,753,769 $240,879,000 13.1%
5.
Ishares Trust
 IEF 956,515 $171,121,000 9.31%
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)