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Home > Institutional Investor > Next Financial Holdings > Profile

Instuitional Investor - Next Financial Holdings

Fund Profile
Filing Period:
Fund Name: Next Financial Holdings
Portfolio Value $394,723,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 612,353 $51,511,000 13.04%
2.
Vanguard Scottsdale Funds
 427,525 $25,831,000 6.54%
3.
Schwab Strategic Trust
 FNDF 514,620 $25,829,000 6.54%
4.
Ishares Us Etf Tr
 222,153 $11,161,000 2.82%
5.
Spdr Ser Tr
 68,262 $6,253,000 1.58%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)