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Home > Institutional Investor > Sylvest Advisors, Llc > Profile

Instuitional Investor - Sylvest Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sylvest Advisors, Llc
Portfolio Value $173,598,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 104,559 $20,308,493 11.7%
2.
Schwab Strategic Trust
 FNDF 852,831 $18,847,557 10.86%
3.
Ishares Trust
 IEF 40,529 $17,207,751 9.91%
4.
Vanguard Index Fds - MID CAP ETF
 55,527 $15,537,999 8.95%
5.
Pacer Fds Tr
 269,220 $14,834,030 8.55%
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)