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Home > Institutional Investor > Old Port Advisors > Profile

Instuitional Investor - Old Port Advisors

Fund Profile
Filing Period:
Fund Name: Old Port Advisors
Portfolio Value $347,920,496
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 32,337 $13,630,106 3.91%
2.
Apple Inc.
 AAPL 39,970 $10,009,201 2.87%
3.
Etf Ser Solutions
 166,813 $9,162,024 2.63%
4.
Ishares Trust
 IEF 15,563 $9,161,532 2.63%
5.
Ishares Trust
 IAU 152,679 $7,559,137 2.17%
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)