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Home > Institutional Investor > Access Financial Services, Inc. > Profile

Instuitional Investor - Access Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Access Financial Services, Inc.
Portfolio Value $274,665,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,518,734 $40,869,132 14.88%
2.
Schwab Strategic Trust
 FNDF 1,381,585 $33,669,221 12.26%
3.
Exone Co
 XONE 431,784 $21,388,446 7.79%
4.
Pimco Etf Trust
 145,942 $14,705,813 5.35%
5.
Aim Etf Products Trust
 364,400 $14,211,600 5.17%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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