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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 $386,882,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 105,020 $46,203,024 11.94%
2.
Salesforce Inc.
 CRM 75,000 $24,737,993 6.39%
3.
Invesco Exchange Traded Fd T
 478,640 $24,563,805 6.34%
4.
Amazon Com Inc
 AMZN 98,552 $23,074,078 5.96%
5.
Invesco Qqq Tr
 40,049 $21,302,063 5.5%
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)