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Home > Institutional Investor > Star Financial Bank > Profile

Instuitional Investor - Star Financial Bank

Fund Profile
Filing Period:
Fund Name: Star Financial Bank
Portfolio Value $109,886,127
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,632 $15,956,443 14.52%
2.
Ishares Trust
 IEF 33,132 $9,182,534 8.35%
3.
Vanguard Value Etf
 32,312 $4,830,644 4.39%
4.
Apple Inc.
 AAPL 23,702 $4,563,346 4.15%
5.
Microsoft Corp
 MSFT 12,070 $4,538,803 4.13%
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)