Instuitional Investor - Holistic Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Holistic Financial Partners |
| Portfolio Value | $207,507,782 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | LLY | 68,813 | $56,832,974 | 27.39% | |
| 2. | FNDF | 533,833 | $10,559,226 | 5.09% | |
| 3. | First Tr Value Line Divid In | 230,765 | $10,289,806 | 4.96% | |
| 4. | First Tr Lrg Cp Vl Alphadex | 134,086 | $10,287,105 | 4.96% | |
| 5. | First Tr Exchange-Traded Fd - CAP STRENGTH ETF | 109,312 | $9,798,720 | 4.72% |
