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Home > Institutional Investor > Solitude Financial Services > Profile

Instuitional Investor - Solitude Financial Services

Fund Profile
Filing Period:
Fund Name: Solitude Financial Services
Portfolio Value $182,725,020
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 57,786 $27,466,131 15.03%
2.
Berkshire Hathaway Inc
 BRK.A 75,850 $27,052,708 14.8%
3.
Vanguard Tax-Managed Fds
 333,280 $15,964,130 8.73%
4.
Vanguard Index Fds
 58,899 $12,564,939 6.87%
5.
First Tr Exchange-Traded Fd
 231,230 $11,949,966 6.53%
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)