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Home > Institutional Investor > Pettinga Financial Advisors, Llc > Profile

Instuitional Investor - Pettinga Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pettinga Financial Advisors, Llc
Portfolio Value $425,251,304
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 58,141 $32,669,483 7.68%
2.
Ishares Tr - MSCI USA QLT FCT
 174,180 $29,765,644 7%
3.
Ishares Trust
 IEF 290,330 $26,951,360 6.34%
4.
Ishares Tr
 454,532 $26,308,331 6.19%
5.
Ishares Trust
 IEF 99,644 $18,990,084 4.47%
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)