Instuitional Investor - Youngs Advisory Group, Inc.
Fund Profile
Filing Period:
Fund Name: | Youngs Advisory Group, Inc. |
Portfolio Value | $263,107,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - CORE MSCI TOTAL | 617,766 | $47,760,000 | 18.15% | |
2. | SPY | 63,648 | $39,326,000 | 14.95% | |
3. | XLB | 95,446 | $24,170,000 | 9.19% | |
4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 124,768 | $22,676,000 | 8.62% | |
5. | Global X Fds - US PFD ETF | 947,579 | $17,843,000 | 6.78% |