Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Roi Financial Advisors, Llc > Profile

Instuitional Investor - Roi Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Roi Financial Advisors, Llc
Portfolio Value $120,846,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 15,750 $9,181,000 7.59%
2.
Apple Inc.
 AAPL 46,450 $8,943,000 7.4%
3.
Costco Wholesale Corp W
 COST 10,790 $7,122,000 5.89%
4.
Microsoft Corp
 MSFT 17,854 $6,714,000 5.55%
5.
Nvidia Corp
 NVDA 116,480 $5,768,000 4.77%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)