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Home > Institutional Investor > Urban Financial Advisory Corp > Profile

Instuitional Investor - Urban Financial Advisory Corp

Fund Profile
Filing Period:
Fund Name: Urban Financial Advisory Corp
Portfolio Value $362,866,087
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 135,251 $101,001,693 27.83%
2.
Ishares Trust
 IEF 323,428 $47,967,653 13.22%
3.
Ishares Trust
 IEF 591,569 $45,615,872 12.57%
4.
Schwab Strategic Trust
 SCHD 1,208,406 $37,581,434 10.36%
5.
Ishares Trust
 HYG 362,733 $35,032,759 9.65%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.