Instuitional Investor - Youngs Advisory Group, Inc.
Fund Profile
Filing Period:
Fund Name: | Youngs Advisory Group, Inc. |
Portfolio Value | $240,065,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - CORE MSCI TOTAL | 552,087 | $38,541,000 | 16.05% | |
2. | SPY | 65,472 | $36,624,000 | 15.26% | |
3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 121,632 | $21,070,000 | 8.78% | |
4. | XLB | 97,388 | $20,109,000 | 8.38% | |
5. | Global X Fds - US PFD ETF | 967,685 | $18,425,000 | 7.68% |