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Home > Institutional Investor > Berger Financial Group, Inc > Profile

Instuitional Investor - Berger Financial Group, Inc

Fund Profile
Filing Period:
Fund Name: Berger Financial Group, Inc
Portfolio Value $965,378,621
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pgim Etf Tr
 668,469 $48,316,473 5%
2.
J P Morgan Exchange Traded F
 986,273 $45,891,264 4.75%
3.
Hartford Fds Exchange Traded
 1,251,959 $44,024,256 4.56%
4.
Schwab Strategic Trust
 FNDF 647,435 $36,515,321 3.78%
5.
Apple Inc.
 AAPL 170,735 $32,871,618 3.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)