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Home > Institutional Investor > Swmg, Llc > Profile

Instuitional Investor - Swmg, Llc

Fund Profile
Filing Period:
Fund Name: Swmg, Llc
Portfolio Value $191,239,583
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 107,674 $47,991,379 25.09%
2.
Ishares Tr
 175,741 $19,410,593 10.14%
3.
Ishares Tr
 76,907 $10,372,447 5.42%
4.
Ishares Tr
 90,259 $8,611,611 4.5%
5.
Ishares Tr
 169,451 $7,704,937 4.02%
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)