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Home > Institutional Investor > Usa Financial Portformulas Corp > Profile

Instuitional Investor - Usa Financial Portformulas Corp

Fund Profile
Filing Period:
Fund Name: Usa Financial Portformulas Corp
Portfolio Value $585,949,785
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,406,662 $67,857,375 11.58%
2.
Ishares Trust
 VLUE 758,763 $67,825,825 11.58%
3.
Spdr S & P 500 Etf Trust
 SPY 108,596 $67,096,039 11.45%
4.
Invesco Qqq Trust Etf
 114,628 $63,233,390 10.79%
5.
Ishares Trust
 IEF 573,100 $63,098,310 10.77%
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)