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Home > Institutional Investor > Northern Financial Advisors Inc > Profile

Instuitional Investor - Northern Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Northern Financial Advisors Inc
Portfolio Value $118,792,091
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 24,559 $11,673,170 9.82%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 15,529 $5,852,530 4.92%
3.
Apple Inc.
 AAPL 22,792 $4,388,150 3.69%
4.
Nvr Inc
 NVR 564 $3,948,254 3.32%
5.
Microsoft Corp
 MSFT 8,977 $3,375,711 2.84%
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)