Instuitional Investor - Sunrise Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Sunrise Financial Services, Llc |
| Portfolio Value | $132,662,199 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 393,444 | $17,169,899 | 12.94% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 64,643 | $16,349,394 | 12.32% | |
| 3. | Ishares Tr - RUS TP200 GR ETF | 28,685 | $7,943,986 | 5.99% | |
| 4. | Pgim Etf Tr | 144,216 | $7,263,437 | 5.48% | |
| 5. | Invesco Exch Traded Fd Tr Ii - S&P SMALLCAP 600 | 132,397 | $6,450,383 | 4.86% |