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Home > Institutional Investor > Financial Advisors, Llc > Profile

Instuitional Investor - Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Financial Advisors, Llc
Portfolio Value $446,063,289
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,081,490 $84,388,626 18.91%
2.
Schwab Strategic Trust
 FNDF 903,976 $74,993,814 16.81%
3.
Schwab Strategic Trust
 FNDF 887,328 $62,201,677 13.94%
4.
Ishares Trust
 IEF 466,953 $50,547,652 11.33%
5.
Ishares Tr
 342,472 $50,391,378 11.29%
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)