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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 $85,213,076
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 7,646 $4,747,542 5.57%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 6,212 $3,518,974 4.13%
3.
Nvidia Corp
 NVDA 21,206 $3,350,336 3.93%
4.
Microsoft Corp
 MSFT 4,867 $2,420,647 2.84%
5.
Pacer Fds Tr
 77,547 $2,363,633 2.77%
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)