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

Instuitional Investor - Salus Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Salus Financial Advisors, Llc
Portfolio Value $202,843,331
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 68,895 $51,595,078 25.44%
2.
Ishares Trust
 HYG 298,638 $28,842,491 14.22%
3.
Ishares Trust
 IEF 243,298 $26,799,234 13.21%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 343,812 $15,639,993 7.71%
5.
Fidelity Covington Trust
 FENY 224,609 $13,950,489 6.88%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.