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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 $37,176,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 41,394 $2,082,946 5.6%
2.
Ishares Tr
 20,401 $2,052,341 5.52%
3.
Spdr S & P 500 Etf Trust
 SPY 3,485 $2,042,489 5.49%
4.
Vanguard Index Fds
 7,725 $2,040,404 5.48%
5.
Omega Healthcare Investors Inc
 OHI 49,391 $1,869,449 5.02%
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)