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Brant Kairies

@Access Financial Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$224.505MTotal holdings104
Assets growth rate2.99%Assets growth rate (2-Q avg)1.05%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Access Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Access Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 224.505M in assets, with a quarterly growth rate of 2.99% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Brant Kairies, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IXUSIshares Tr
Recent Activity
Increased 1.75%
0.16%
$340,093
5,142 shares@ $66.15 avg price
MINTPimco Etf Tr
Recent Activity
Increased 1.8%
0.15%
$318,078
3,170 shares@ $100.35 avg price
VOOVanguard Index Fds
Recent Activity
Increased 17.1%
0.15%
$317,539
589 shares@ $539.12 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 63.78%
0.12%
$259,461
11,430 shares@ $22.7 avg price