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Home > Institutional Investor > Source Financial Advisors Llc > Profile

Instuitional Investor - Source Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Source Financial Advisors Llc
Portfolio Value $322,232,858
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Uber Technologies Inc
 UBER 655,395 $40,352,696 12.52%
2.
Marketaxess Holdings Inc
 MKTX 115,027 $33,685,622 10.45%
3.
Spdr S & P 500 Etf Trust
 SPY 64,922 $30,858,313 9.57%
4.
Ishares Trust
 IEF 43,947 $20,990,463 6.51%
5.
Vanguard Mun Bd Fds
 259,823 $13,263,953 4.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)