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Home > Institutional Investor > Wayfinding Financial, Llc > Profile

Instuitional Investor - Wayfinding Financial, Llc

Fund Profile
Filing Period:
Fund Name: Wayfinding Financial, Llc
Portfolio Value $132,257
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 51,467 $19,353 13.17%
2.
Ishares Trust
 IEF 21,967 $10,492 7.14%
3.
Zacks Earnings Consistent
 343,415 $8,969 6.1%
4.
Apple Inc.
 AAPL 39,750 $7,653 5.2%
5.
Spdr Series Trust
 141,629 $4,649 3.16%
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)