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

Instuitional Investor - Rollins Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Rollins Financial Advisors, Llc
Portfolio Value $478,832,415
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust Series I
 187,590 $76,821,907 16.04%
2.
Apple Inc.
 AAPL 340,059 $65,471,644 13.67%
3.
Microsoft Corp
 MSFT 119,941 $45,102,432 9.41%
4.
Amazon Com Inc
 AMZN 218,352 $33,176,403 6.92%
5.
Tesla Inc.
 TSLA 120,416 $29,920,968 6.24%
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)