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Home > Institutional Investor > Andesa Financial Management Inc. > Profile

Instuitional Investor - Andesa Financial Management Inc.

Fund Profile
Filing Period:
Fund Name: Andesa Financial Management Inc.
Portfolio Value $194,927,380
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 116,796 $10,366,832 5.31%
2.
Amplify Etf Tr
 409,816 $7,979,728 4.09%
3.
Microsoft Corp
 MSFT 54,693 $6,916,898 3.54%
4.
Eaton Corp Plc
 ETN 62,416 $6,530,122 3.35%
5.
J P Morgan Exchange Traded F
 134,900 $5,397,521 2.76%
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)