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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 $514,342,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust - Spdr Bloomberg Barclays 1-3 Month T-Bill Etf
 3,277,174 $300,320,225 58.39%
2.
Ishares Trust
 IEF 61,144 $46,827,132 9.1%
3.
Ishares S & P Gsci Comm Index Tr
 GSG 782,102 $27,819,368 5.41%
4.
Ishares Trust
 IEF 114,050 $11,653,629 2.27%
5.
Ishares Trust
 IEF 105,218 $9,397,020 1.83%
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.