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Home > Institutional Investor > Portland Financial Advisors Inc > Profile

Instuitional Investor - Portland Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Portland Financial Advisors Inc
Portfolio Value $39,098,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 44,588 $2,244,114 5.74%
2.
Ishares Tr - 0-5 YR TIPS ETF
 20,446 $2,115,548 5.41%
3.
Vanguard Index Fds - MID CAP ETF
 7,636 $1,974,822 5.05%
4.
Omega Healthcare Investors Inc
 OHI 51,277 $1,952,628 4.99%
5.
Spdr S & P 500 Etf Trust
 SPY 3,340 $1,868,363 4.78%
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)