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Home > Institutional Investor > Theory Financial Llc > Profile

Instuitional Investor - Theory Financial Llc

Fund Profile
Filing Period:
Fund Name: Theory Financial Llc
Portfolio Value $237,061,564
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,168,241 $27,056,462 11.41%
2.
Vanguard World Fund
 172,028 $20,552,185 8.67%
3.
Sector Spdr Trust
 XLB 106,100 $15,491,661 6.53%
4.
Sector Spdr Trust
 XLB 158,754 $15,311,823 6.46%
5.
Ishares Tr - MBS ETF
 105,221 $9,867,625 4.16%
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)