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Home > Institutional Investor > Sws Partners > Profile

Instuitional Investor - Sws Partners

Fund Profile
Filing Period:
Fund Name: Sws Partners
Portfolio Value $304,701,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,884 $29,715,622 9.75%
2.
Schwab Strategic Trust
 FNDF 526,709 $13,093,989 4.3%
3.
Ishares Trust
 IEF 203,849 $11,894,622 3.9%
4.
Spdr Ser Tr - PRTFLO S&P500 HI
 215,348 $9,531,307 3.13%
5.
Etf Ser Solutions
 363,952 $7,592,852 2.49%
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)