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Home > Institutional Investor > Vsr Financial Services, Inc. > Profile

Instuitional Investor - Vsr Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Vsr Financial Services, Inc.
Portfolio Value $606,726,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 62,985 $13,194,000 2.17%
2.
Fs Kkr Capital Corp
 FSK 350,500.5 $12,688,000 2.09%
3.
At&T Inc.
 T 273,119.6 $8,907,000 1.46%
4.
Exxon Mobil Corp
 XOM 94,788 $8,885,000 1.46%
5.
General Electric Co
 GE 58,845.63,064,926 $8,878,000 1.46%
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)