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Home > Institutional Investor > Vickerman & Driscoll Financial Advisors Inc > Profile

Instuitional Investor - Vickerman & Driscoll Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Vickerman & Driscoll Financial Advisors Inc
Portfolio Value $162,924,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 159,813 $12,844,000 7.88%
2.
Invesco Actively Managed Etf
 235,985 $11,636,000 7.14%
3.
J P Morgan Exchange-Traded F
 219,030 $10,879,000 6.67%
4.
Sector Spdr Trust
 XLB 304,685 $6,344,000 3.89%
5.
Sector Spdr Trust
 XLB 65,193 $5,775,000 3.54%
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)