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Home > Institutional Investor > Steele Capital Management, Inc. > Profile

Instuitional Investor - Steele Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Steele Capital Management, Inc.
Portfolio Value $1,536,410,559
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,209,730 $155,591,624 10.12%
2.
Ishares Trust
 IEF 305,658 $145,991,532 9.5%
3.
Schwab Strategic Trust
 FNDF 1,918,393 $118,825,266 7.73%
4.
Invesco Qqq Tr
 207,602 $85,017,250 5.53%
5.
Vanguard Scottsdale Funds
 956,989 $74,042,255 4.81%
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)