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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 $152,748,012
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 356,385 $24,380,298 15.96%
2.
Berkshire Hathaway Inc
 BRK-B 28 $20,967,800 13.73%
3.
Ishares Trust
 IEF 16,775 $12,562,352 8.22%
4.
Nvidia Corp
 NVDA 33,507 $6,704,492 4.39%
5.
Apple Inc.
 AAPL 22,679 $6,562,450 4.3%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.