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Home > Institutional Investor > Persium Advisors, Llc > Profile

Instuitional Investor - Persium Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Persium Advisors, Llc
Portfolio Value $105,481,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,295,752 $25,629,975 24.3%
2.
Schwab Strategic Trust
 FNDF 749,859 $19,931,252 18.9%
3.
Schwab Strategic Trust
 FNDF 729,882 $18,276,245 17.33%
4.
Ishares Trust
 IEF 105,181 $9,574,598 9.08%
5.
Home Depot Inc.
 HD 6,369 $2,334,181 2.21%
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)