Instuitional Investor - Huber Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Huber Financial Advisors, Llc |
| Portfolio Value | $266,967,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Charlotte Fds | 822,462 | $46,272,000 | 17.33% | |
| 2. | Wisdomtree Tr | 1,081,334 | $42,075,000 | 15.76% | |
| 3. | Ishares Tr | 392,510 | $41,795,000 | 15.65% | |
| 4. | First Tr Exchange-Traded Fd | 771,430 | $13,724,000 | 5.14% | |
| 5. | Wisdomtree Trust | 557,723 | $12,454,000 | 4.66% |
