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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 $187,179,738
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 582,483 $27,155,357 14.5%
2.
Ishares Tr
 90,276 $8,493,166 4.53%
3.
Ishares Tr
 154,367 $8,027,084 4.28%
4.
Schwab Strategic Trust
 FNDF 123,586 $6,451,189 3.44%
5.
Vanguard Scottsdale Funds
 108,392 $6,429,813 3.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)