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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 $206,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 43,729 $20,785 10.07%
2.
Ishares Trust
 IEF 123,076 $13,323 6.46%
3.
J P Morgan Exchange Traded F
 215,615 $10,830 5.25%
4.
Vanguard Index Fds
 36,533 $8,499 4.12%
5.
Vanguard Bond Index Funds
 BND 106,824 $8,228 3.99%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)