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Home > Institutional Investor > New Century Financial Group, Llc > Profile

Instuitional Investor - New Century Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: New Century Financial Group, Llc
Portfolio Value $86,473,628
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 9,174 $4,714,373 5.45%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 6,365 $3,395,600 3.93%
3.
Etfis Ser Tr I
 130,932 $2,955,135 3.42%
4.
Chevron Corp
 CVX 16,019 $2,679,744 3.1%
5.
Spdr Series Trust
 31,702 $2,547,912 2.95%
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)