Long-term investor
Access Financial Services, Inc. @accessfinancialservicesi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001699622).
Record
- Tracked since 2025-06-30 (441 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year +10.9% · all +10.9%
- Max drawdown n/a · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 13.6% · long · since 2025-06-30
- SCHO · 11.1% · long · since 2025-06-30
- XONE · 7.9% · long · since 2025-06-30
- BILZ · 7.1% · long · since 2025-06-30
- FNDX · 5.1% · long · since 2025-06-30
- JUNW · 5.1% · long · since 2026-06-30
- IJUN · 4.2% · long · since 2025-06-30
- FNDF · 3.7% · long · since 2025-06-30
- DECW · 2.6% · long · since 2025-06-30
- EJAN · 2.3% · long · since 2026-03-31
- FNDE · 2.2% · long · since 2025-06-30
- IVV · 1.9% · long · since 2025-06-30