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Home > Institutional Investor > Allium Financial Advisors, Llc > Profile

Instuitional Investor - Allium Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Allium Financial Advisors, Llc
Portfolio Value $109,693,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 28 $22,356,365 20.38%
2.
Runway Growth Finance Corp.
 RWAY 1,021,092 $10,568,303 9.63%
3.
Ishares Trust
 IEF 14,788 $8,309,369 7.58%
4.
Apple Inc.
 AAPL 25,874 $5,747,425 5.24%
5.
Costco Wholesale Corp W
 COST 5,269 $4,983,416 4.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)