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Daren Blonski

@Fermata Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$535.577MTotal holdings265
Assets growth rate8.73%Assets growth rate (2-Q avg)10.93%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fermata Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Fermata Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 535.577M in assets, with a quarterly growth rate of 8.73% and a 2-quarter average growth rate of 10.93%. The portfolio is managed by Daren Blonski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$206,864
2,655 shares@ $77.92 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$206,454
1,828 shares@ $112.94 avg price
SILVSilvercrest Metals Inc
Recent Activity
Exited
0%
$107,985
11,674 shares@ $9.26 avg price
ABEVAmbev Sa
Recent Activity
Exited
0%
$34,938
14,319 shares@ $2.44 avg price
FCELBFuelcell Energy Inc
Recent Activity
Exited
0%
$31,350
82,500 shares@ $0.38 avg price
BLDPBallard Pwr Sys Inc New
Recent Activity
Exited
0%
$18,000
10,000 shares@ $1.8 avg price