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Home > Institutional Investor > Holistic Financial Partners > Profile

Instuitional Investor - Holistic Financial Partners

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Holistic Financial Partners
Portfolio Value	$244,223,009

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Eli Lilly & Co	LLY	68,098	$51,959,038	21.28%
2.	Schwab Strategic Trust	FNDF	532,626	$12,399,535	5.08%
3.	First Tr Exchange-Traded Fd		250,676	$11,591,271	4.75%
4.	First Tr Exchange-Traded Alp		134,023	$11,167,647	4.57%
5.	Internet Gold Golden Lines Ltd	IGLD	117,758	$11,026,871	4.52%