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 | $580,221,693 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 273,981 | $49,793,307 | 8.58% | |
2. | XLB | 168,078 | $42,562,392 | 7.34% | |
3. | Invesco Qqq Tr | 59,912 | $33,049,856 | 5.7% | |
4. | Spdr Series Trust | 1,041,019 | $31,428,364 | 5.42% | |
5. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 716,046 | $30,267,264 | 5.22% |