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Home > Institutional Investor > Strategic Financial Concepts, Llc > Profile

Instuitional Investor - Strategic Financial Concepts, Llc

Fund Profile
Filing Period:
Fund Name: Strategic Financial Concepts, Llc
Portfolio Value $168,675,118
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 57,756 $8,463,565 5.01%
2.
Ishares Trust
 IEF 59,588 $5,914,096 3.5%
3.
Invesco Exchange Traded Fd T
 33,590 $5,300,537 3.14%
4.
Vanguard Index Fds
 11,093 $4,845,362 2.87%
5.
First Tr Exchng Traded Fd Vi
 105,472 $4,704,598 2.78%
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)