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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 $517,525,174
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etf Opportunities Trust
 7,190,315 $185,402,273 35.82%
2.
Etf Opportunities Trust
 2,843,641 $73,707,172 14.24%
3.
Spdr Gold Trust
 GLD 134,444 $41,443,760 8.01%
4.
Invesco Exch Trd Slf Idx Fd
 1,189,152 $24,651,131 4.76%
5.
Vanguard Bond Index Funds
 BND 314,776 $24,036,307 4.64%
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)