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Home > Institutional Investor > Sws Partners > Profile

Instuitional Investor - Sws Partners

Fund Profile
Filing Period:
Fund Name: Sws Partners
Portfolio Value $370,612,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,886 $35,320,878 9.53%
2.
Schwab Strategic Trust
 FNDF 573,945 $14,365,857 3.88%
3.
Ishares Trust
 IEF 222,344 $13,789,799 3.72%
4.
Purecycle Technologies Inc.
 PCT 791,458 $10,842,977 2.93%
5.
Etf Ser Solutions
 458,047 $10,196,146 2.75%
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)