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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 $131,388,465
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 145,449 $69,133,386 52.61%
2.
Ishares Trust
 IEF 102,070 $28,288,695 21.53%
3.
Vanguard Scottsdale Funds
 137,609 $10,646,785 8.1%
4.
Ishares Tr
 75,730 $5,327,631 4.05%
5.
Ishares Trust
 IEF 34,672 $3,753,213 2.85%
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)