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 | $742,261,540 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 351,463 | $67,452,779 | 9.09% | |
| 2. | XLE | 366,160 | $48,662,664 | 6.56% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 932,117 | $44,303,521 | 5.97% | |
| 4. | Invesco Qqq Tr | 63,883 | $36,871,990 | 4.97% | |
| 5. | Spdr Series Trust | 1,171,796 | $35,235,906 | 4.75% |
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