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Home > Institutional Investor > Sharp Financial Services, Llc > Profile

Instuitional Investor - Sharp Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Sharp Financial Services, Llc
Portfolio Value $155,045,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 45,266 $25,712,502 16.58%
2.
Ishares Trust
 IEF 228,223 $25,127,352 16.21%
3.
Invesco Qqq Tr
 43,774 $24,147,303 15.57%
4.
Ishares Trust
 IEF 115,935 $11,500,752 7.42%
5.
Vanguard Scottsdale Funds
 170,940 $10,223,921 6.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)