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Home > Institutional Investor > Fermata Advisors, Llc > Profile

Instuitional Investor - Fermata Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fermata Advisors, Llc
Portfolio Value $535,576,808
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 964,442 $43,274,516 8.07%
2.
Ishares Trust
 IEF 62,804 $36,971,412 6.9%
3.
Ishares Trust
 IEF 57,303 $23,011,879 4.29%
4.
Innovator Etfs Trust
 540,220 $21,041,569 3.92%
5.
Invesco Qqq Tr
 37,091 $18,962,189 3.54%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)