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Home > Institutional Investor > Signify Wealth > Profile

Instuitional Investor - Signify Wealth

Fund Profile
Filing Period:
Fund Name: Signify Wealth
Portfolio Value $66,307,116
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,667 $5,360,124 8.08%
2.
Tesla Inc.
 TSLA 20,560 $5,108,749 7.7%
3.
Ishares Trust
 IEF 51,538 $5,096,077 7.68%
4.
Apple Inc.
 AAPL 24,813 $4,777,165 7.2%
5.
Vanguard Scottsdale Funds
 81,237 $4,738,554 7.14%
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)