Instuitional Investor - Nvest Financial, Llc

Fund Profile
Filing Period:
Fund Name: Nvest Financial, Llc
Portfolio Value $240,552,024
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 40,134 $18,995,302 7.9%
2. AAPL 44,846 $12,191,940 5.07%
3. SPY 16,503 $11,253,626 4.68%
4. IEF 50,118 $10,628,559 4.42%
5. GOOGL 24,045 $7,526,111 3.13%