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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
SPUUDirexion Shs Etf Tr
Recent Activity
New Position
0.04%
$203,692
1,376 shares@ $148.04 avg price
LCIDLucid Group Inc
Recent Activity
New Position
0.03%
$144,238
47,761 shares@ $3.02 avg price
BRSPBrightspire Capital Inc
Recent Activity
New Position
0.02%
$65,326
11,583 shares@ $5.64 avg price