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Home > Institutional Investor > Norwood Financial Corp > Profile

Instuitional Investor - Norwood Financial Corp

Fund Profile
Filing Period:
Fund Name: Norwood Financial Corp
Portfolio Value $65,976,895
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Norwood Financial Corp
 NWFL 425,201 $13,989,104 21.2%
2.
Vanguard Large Cap Growth Etf
 9,664 $3,004,312 4.55%
3.
Microsoft Corp
 MSFT 5,794 $2,178,706 3.3%
4.
Ishares Trust
 IEF 15,953 $1,996,340 3.02%
5.
Applied Materials Inc
 AMAT 9,825 $1,592,328 2.41%
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)