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Home > Institutional Investor > Northeast Financial Group, Inc. > Profile

Instuitional Investor - Northeast Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Northeast Financial Group, Inc.
Portfolio Value $204,061,548
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 436,096 $24,595,783 12.05%
2.
Schwab Strategic Trust
 FNDF 209,045 $15,745,271 7.71%
3.
Schwab Strategic Trust
 FNDF 196,548 $14,963,217 7.33%
4.
Schwab Strategic Trust
 FNDF 300,535 $14,560,953 7.13%
5.
Schwab Strategic Trust
 FNDF 141,577 $11,745,263 5.75%
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)