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Home > Institutional Investor > Roi Financial Advisors, Llc > Profile

Instuitional Investor - Roi Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Roi Financial Advisors, Llc
Portfolio Value $193,253,175
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 25,460 $12,159,065 6.29%
2.
Alphabet Inc.
 GOOGL 32,736 $11,698,724 6.05%
3.
Nvidia Corp
 NVDA 58,432 $11,691,664 6.05%
4.
Broadcom Inc.
 AVGO 30,470 $11,510,159 5.96%
5.
Eli Lilly & Co
 LLY 9,520 $11,418,032 5.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.