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Home > Institutional Investor > Holland Advisory Services, Inc. > Profile

Instuitional Investor - Holland Advisory Services, Inc.

Fund Profile
Filing Period:
Fund Name: Holland Advisory Services, Inc.
Portfolio Value $65,918,475
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,394 $18,764,228 28.47%
2.
Ishares Trust
 IEF 267,450 $15,605,699 23.67%
3.
Ishares Trust
 IEF 62,455 $6,530,935 9.91%
4.
Pacer Fds Tr
 65,994 $3,395,402 5.15%
5.
Vanguard Index Fds
 7,941 $2,182,628 3.31%
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)