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Home > Institutional Investor > Valley Financial Group, Inc. > Profile

Instuitional Investor - Valley Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Valley Financial Group, Inc.
Portfolio Value $127,845,132
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 43,193 $20,630,134 16.13%
2.
Morgan Stanley Etf Trust
 224,936 $11,303,729 8.84%
3.
Vanguard Intl Equity Index Funds
 VWO 188,720 $10,594,741 8.28%
4.
Schwab Strategic Trust
 FNDF 198,568 $9,620,619 7.52%
5.
Ea Series Trust
 172,584 $6,987,932 5.46%
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)