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Home > Institutional Investor > Fermata Advisors, Llc > Profile

Instuitional Investor - Fermata Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fermata Advisors, Llc
Portfolio Value $419,312,159
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,200 $31,619,110 7.54%
2.
Ishares Trust
 IEF 163,892 $16,266,242 3.87%
3.
Apple Inc.
 AAPL 78,816 $15,174,465 3.61%
4.
Vanguard Scottsdale Funds
 213,558 $12,668,274 3.02%
5.
Pacer Fds Tr
 240,982 $12,528,645 2.98%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)