Instuitional Investor - Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p.
Fund Profile
Filing Period:
| Fund Name: | Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p. |
| Portfolio Value | $849,266,261 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 352,967 | $75,100,844 | 8.84% | |
| 2. | XLE | 368,524 | $70,211,265 | 8.27% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 910,610 | $49,200,264 | 5.79% | |
| 4. | Invesco Qqq Tr | 64,795 | $47,715,144 | 5.62% | |
| 5. | HYG | 168,868 | $37,054,603 | 4.36% |
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