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Home > Institutional Investor > Brown Financial Advisors > Profile

Instuitional Investor - Brown Financial Advisors

Fund Profile
Filing Period:
Fund Name: Brown Financial Advisors
Portfolio Value $242,513,177
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 196,428 $12,917,100 5.33%
2.
Doubleline Etf Trust - MORTGAGE ETF
 130,636 $6,407,696 2.64%
3.
Neos Etf Trust - NEOS S&P 500 HI
 123,016 $5,891,236 2.43%
4.
Amazon Com Inc
 AMZN 30,917 $5,882,173 2.43%
5.
Microsoft Corp
 MSFT 15,259 $5,727,888 2.36%
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)