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Home > Institutional Investor > Smi Advisory Services, Llc > Profile

Instuitional Investor - Smi Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Smi Advisory Services, Llc
Portfolio Value $442,244,618
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Opportunities Trust
 7,015,342 $157,314,136 35.57%
2.
Etf Opportunities Trust
 2,788,191 $63,905,347 14.45%
3.
Invesco Exch Trd Slf Idx Fd
 2,358,660 $48,777,082 11.03%
4.
Spdr Gold Trust
 GLD 138,971 $38,037,779 8.6%
5.
Vanguard Bond Index Funds
 BND 304,410 $23,211,245 5.25%
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)