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Instuitional Investor - Holistic Financial Partners

Fund Profile
Filing Period:
Fund Name: Holistic Financial Partners
Portfolio Value $96,424,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. FNDF 588,796 $12,182 12.63%
2. LLY 74,451 $10,328 10.71%
3. FNDF 176,866 $9,599 9.95%
4. FNDF 369,711 $9,553 9.9%
5. IEF 31,719 $4,778 4.95%