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Home > Institutional Investor > Newfocus Financial Group, Llc > Profile

Instuitional Investor - Newfocus Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Newfocus Financial Group, Llc
Portfolio Value $339,727,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 274,766 $36,459,000 10.73%
2.
Vanguard Specialized Funds
 156,126 $22,040,000 6.48%
3.
Ishares Tr
 277,390 $17,428,000 5.13%
4.
Microsoft Corp
 MSFT 54,893 $12,209,000 3.59%
5.
Ishares Trust
 IEF 28,421 $10,669,000 3.14%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)