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Home > Institutional Investor > Portland Financial Advisors Inc > Profile

Instuitional Investor - Portland Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Portland Financial Advisors Inc
Portfolio Value $47,027,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - MID CAP ETF
 8,038 $2,332,788 4.96%
2.
Wisdomtree Tr
 46,092 $2,319,349 4.93%
3.
Ishares Tr - 0-5 YR TIPS ETF
 22,111 $2,263,945 4.81%
4.
Omega Healthcare Investors Inc
 OHI 50,692 $2,247,683 4.78%
5.
Spdr S & P 500 Etf Trust
 SPY 2,908 $1,983,023 4.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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