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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 $146,831,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 85,108 $11,429,167 7.78%
2.
Apple Inc.
 AAPL 40,531 $10,149,824 6.91%
3.
Eli Lilly & Co
 LLY 11,970 $9,241,113 6.29%
4.
Broadcom Inc.
 AVGO 38,948 $9,029,727 6.14%
5.
Costco Wholesale Corp W
 COST 9,802 $8,981,337 6.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)