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Home > Institutional Investor > Quattro Financial Advisors Llc > Profile

Instuitional Investor - Quattro Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Quattro Financial Advisors Llc
Portfolio Value $288,918,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 376 $51,376,089 17.78%
2.
Ishares Trust
 IEF 99 $21,126,554 7.31%
3.
Amazon Com Inc
 AMZN 152 $15,683,247 5.42%
4.
Salesforce Inc.
 CRM 263 $13,157,000 4.55%
5.
Sector Spdr Trust
 XLB 192 $11,688,540 4.04%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)