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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 $101,467,847
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,230,007 $22,755,130 22.42%
2.
Schwab Strategic Trust
 FNDF 708,422 $19,743,721 19.45%
3.
Schwab Strategic Trust
 FNDF 730,712 $19,049,662 18.77%
4.
Ishares Trust
 IEF 92,518 $8,079,597 7.96%
5.
Home Depot Inc.
 HD 6,367 $2,476,706 2.44%
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)