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Home > Institutional Investor > Fairman Group, Llc > Profile

Instuitional Investor - Fairman Group, Llc

Fund Profile
Filing Period:
Fund Name: Fairman Group, Llc
Portfolio Value $121,462,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Accenture Plc
 ACN 105,901 $37,254,913 30.67%
2.
Ishares Trust
 IEF 24,990 $14,710,886 12.11%
3.
Accolade Inc.
 ACCD 1,802,399 $6,164,205 5.07%
4.
Vanguard Tax-Managed Fds
 120,470 $5,760,857 4.74%
5.
Veeva Systems Inc
 VEEV 25,939 $5,453,675 4.49%
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)