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Home > Institutional Investor > Mission Hills Financial Advisory, Llc > Profile

Instuitional Investor - Mission Hills Financial Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Mission Hills Financial Advisory, Llc
Portfolio Value $144,052,573
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust - BDC INCOME ETF
 865,597 $14,507,405 10.07%
2.
Pimco Corporate & Income Strategy Fund
 PCN 961,049 $13,118,322 9.11%
3.
Pimco Etf Trust
 124,804 $12,557,821 8.72%
4.
Pimco Dynamic Income Fund
 PDI 451,426 $8,938,227 6.2%
5.
Vanguard Tax-Managed Fds
 174,954 $8,892,914 6.17%
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)