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Home > Institutional Investor > Noven Financial Group, Inc. > Profile

Instuitional Investor - Noven Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Noven Financial Group, Inc.
Portfolio Value $122,622,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 203,483 $24,719,000 20.15%
2.
Ishares
 174,778 $23,305,000 19%
3.
Ishares Trust
 IEF 94,176 $14,188,000 11.57%
4.
Ishares Trust
 IEF 188,854 $12,104,000 9.87%
5.
Vangaurd Index Fds
 37,240 $5,835,000 4.75%
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)