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Home > Institutional Investor > Sheets Smith Investment Management > Profile

Instuitional Investor - Sheets Smith Investment Management

Fund Profile
Filing Period:
Fund Name: Sheets Smith Investment Management
Portfolio Value $91,276,963
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 574,600 $57,322,096 62.8%
2.
Ishares Trust
 IEF 18,869 $4,451,952 4.87%
3.
Vanguard Scottsdale Funds
 50,206 $2,906,927 3.18%
4.
Exxon Mobil Corp
 XOM 23,095 $2,640,913 2.89%
5.
Microsoft Corp
 MSFT 8,570 $2,259,223 2.47%
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)