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Home > Institutional Investor > Hillcrest Wealth Advisors - Ny, Llc > Profile

Instuitional Investor - Hillcrest Wealth Advisors - Ny, Llc

Fund Profile
Filing Period:
Fund Name: Hillcrest Wealth Advisors - Ny, Llc
Portfolio Value $210,378,329
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 90,976 $49,018,836 23.3%
2.
Ishares Trust
 IEF 81,997 $18,118,057 8.61%
3.
Vanguard Tax-Managed Fds
 252,283 $12,064,173 5.73%
4.
Spdr S & P 500 Etf Trust
 SPY 20,485 $12,005,849 5.7%
5.
Ishares Trust
 IEF 72,705 $11,935,980 5.67%
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)