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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 $317,319,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 988,119 $22,855,187 7.2%
2.
Sector Spdr Trust
 XLE 197,004 $21,105,039 6.65%
3.
Spdr Series Trust
 KRE 139,379 $12,248,649 3.86%
4.
Ishares Tr - MBS ETF
 114,412 $10,814,187 3.41%
5.
Dbx Etf Tr
 257,512 $9,404,338 2.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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