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Home > Institutional Investor > Source Financial Advisors Llc > Profile

Instuitional Investor - Source Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Source Financial Advisors Llc
Portfolio Value $338,488,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Uber Technologies Inc
 UBER 655,901 $49,297,551 14.56%
2.
Spdr S & P 500 Etf Trust
 SPY 72,312 $41,489,570 12.26%
3.
Marketaxess Holdings Inc
 MKTX 115,513 $29,594,455 8.74%
4.
Ishares Trust
 IEF 37,852 $21,833,618 6.45%
5.
Ishares Tr - US TREAS BD ETF
 870,969 $20,424,217 6.03%
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)