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Home > Institutional Investor > Tsfg, Llc > Profile

Instuitional Investor - Tsfg, Llc

Fund Profile
Filing Period:
Fund Name: Tsfg, Llc
Portfolio Value $317,257
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total
 119,310 $28,303 8.92%
2.
Ishares Trust
 IEF 71,290 $21,613 6.81%
3.
Abbvie Inc.
 ABBV 125,421 $19,436 6.12%
4.
Sector Spdr Trust
 XLB 71,492 $13,761 4.33%
5.
Spdr Series Trust
 294,016 $13,710 4.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)