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Home > Institutional Investor > Houlihan Financial Resource Group, Ltd. > Profile

Instuitional Investor - Houlihan Financial Resource Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Houlihan Financial Resource Group, Ltd.
Portfolio Value $234,566
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 43,097 $25,258 10.76%
2.
Ishares Trust
 IEF 115,731 $13,335 5.68%
3.
J P Morgan Exchange Traded F
 198,373 $9,992 4.25%
4.
Vanguard Index Fds
 33,460 $8,838 3.76%
5.
Alphabet Inc.
 GOOGL 41,175 $7,794 3.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)