StockDriftsStockDriftsTop 50 Portland Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 4.95% | 47.3K | $2.4M | +2.58%(+1.19K) | $50.28(+0.28%) | 2026-03-31 | |
| STIP | ISHARES TR | 4.8% | 22.3K | $2.3M | +0.88%(+194) | $101.14(+2.55%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.77% | 8.0K | $2.3M | -0.62%(-50) | $66.23(+16.33%) | 2026-03-31 | |
| OHI | OMEGA HEALTHCARE INVS INC | 4.62% | 50.7K | $2.2M | +0.00%(+0) | $39.21(+22.42%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.93% | 2.9K | $1.9M | +0.00%(+0) | $579.92(+28.00%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.38% | 11.0K | $1.6M | +0.00%(+0) | $127.96(+21.63%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 3.29% | 52.6K | $1.6M | +1.26%(+657) | $30.12(-0.39%) | 2026-03-31 | |
| ACWV | ISHARES INC | 2.82% | 11.3K | $1.4M | -6.80%(-826) | $111.86(+7.96%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 2.63% | 41.0K | $1.3M | +0.00%(+0) | $30.79(-0.03%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.41% | 1.8K | $1.2M | +24.84%(+353) | $599.93(+24.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.17% | +19.66% |
| Top 20 Holdings Unweighted | +6.30% | +20.12% |
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