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Home > Institutional Investor > Fairlight Advisors > Profile

Instuitional Investor - Fairlight Advisors

Fund Profile
Filing Period:
Fund Name: Fairlight Advisors
Portfolio Value $122,639,861
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 348,298 $35,063,184 28.59%
2.
Schwab Strategic Trust
 SCHD 675,111 $19,551,207 15.94%
3.
Vanguard Tax-Managed Fds
 207,889 $14,812,122 12.08%
4.
Ishares Tr - US TREAS BD ETF
 458,746 $10,450,234 8.52%
5.
Exone Co
 XONE 180,178 $9,062,953 7.39%
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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