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

Instuitional Investor - Access Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Access Financial Services, Inc.
Portfolio Value $194,111,835
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 639,365 $36,060,160 18.57%
2.
Ishares Tr
 684,289 $15,766,019 8.12%
3.
Pimco Etf Trust
 142,073 $13,462,837 6.93%
4.
Listed Fd Tr
 381,243 $11,384,870 5.86%
5.
Schwab Strategic Trust
 FNDF 97,173 $6,018,896 3.1%
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)