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Home > Institutional Investor > New Century Financial Group, Llc > Profile

Instuitional Investor - New Century Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: New Century Financial Group, Llc
Portfolio Value $235,214,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 242,391 $7,140,839 3.03%
2.
Apple Inc.
 AAPL 28,503 $6,936,409 2.94%
3.
Microsoft Corp
 MSFT 16,382 $6,935,392 2.94%
4.
Ishares Trust
 IEF 9,366 $5,569,392 2.36%
5.
Vanguard Index Fds
 9,817 $5,344,487 2.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)