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Home > Institutional Investor > Uma Financial Services, Inc. > Profile

Instuitional Investor - Uma Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Uma Financial Services, Inc.
Portfolio Value $580,846,093
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 133,494 $75,010,232 12.91%
2.
Spdr Series Trust
 664,678 $43,709,205 7.53%
3.
Ishares Tr - MSCI USA QLT FCT
 145,741 $24,905,651 4.29%
4.
Dimensional Etf Trust
 747,931 $23,357,872 4.02%
5.
Ishares Trust
 IEF 225,523 $20,935,338 3.6%
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)