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Home > Institutional Investor > Strategic Equity Management > Profile

Instuitional Investor - Strategic Equity Management

Fund Profile
Filing Period:
Fund Name: Strategic Equity Management
Portfolio Value $271,794,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Northern Lights Fd Tr
 1,463,891 $49,137,688 18.08%
2.
Spdr S & P 500 Etf Trust
 SPY 42,335 $26,156,675 9.62%
3.
Ishares Trust
 IEF 55,165 $19,362,862 7.12%
4.
Schwab Strategic Trust
 FNDF 751,290 $18,361,516 6.76%
5.
Vanguard Index Fds - LARGE CAP ETF
 57,706 $16,463,391 6.06%
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)