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Home > Institutional Investor > Summit Place Financial Advisors, Llc > Profile

Instuitional Investor - Summit Place Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Summit Place Financial Advisors, Llc
Portfolio Value $152,928,780
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 17,557 $6,602,150 4.31%
2.
Apple Inc.
 AAPL 31,989 $6,158,852 4.02%
3.
Wisdomtree Trust
 203,396 $5,107,276 3.33%
4.
Nvidia Corp
 NVDA 8,730 $4,323,271 2.82%
5.
Blackstone Inc.
 BX 26,580 $3,479,813 2.27%
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)