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Home > Institutional Investor > Northern Financial Advisors Inc > Profile

Instuitional Investor - Northern Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Northern Financial Advisors Inc
Portfolio Value $125,169,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 18,693 $10,955,840 8.75%
2.
Apple Inc.
 AAPL 18,647 $4,669,773 3.73%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 10,851 $4,617,486 3.68%
4.
Walmart Inc.
 WMT 44,528 $4,023,105 3.21%
5.
Netflix Inc
 NFLX 4,264 $3,800,585 3.03%
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)