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Home > Institutional Investor > Holland Advisory Services, Inc. > Profile

Instuitional Investor - Holland Advisory Services, Inc.

Fund Profile
Filing Period:
Fund Name: Holland Advisory Services, Inc.
Portfolio Value $87,319,324
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,748 $19,940,124 22.83%
2.
Pacer Fds Tr
 211,891 $11,016,213 12.61%
3.
Pacer Fds Tr
 341,039 $10,654,058 12.2%
4.
Ishares Trust
 IEF 37,341 $10,349,001 11.85%
5.
Vanguard Scottsdale Funds
 124,569 $10,125,004 11.59%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)