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Home > Institutional Investor > Vericrest Private Wealth > Profile

Instuitional Investor - Vericrest Private Wealth

Fund Profile
Filing Period:
Fund Name: Vericrest Private Wealth
Portfolio Value $81,512,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 89,477 $9,098,000 11.16%
2.
Ishares Trust
 IEF 19,614 $7,437,000 9.12%
3.
Spdr S & P 500 Etf Trust
 SPY 15,940 $6,013,000 7.37%
4.
Apple Inc.
 AAPL 29,058 $3,973,000 4.87%
5.
Ishares Tr
 31,945 $3,398,000 4.16%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)