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Home > Institutional Investor > Houlihan Financial Resource Group, Ltd. > Profile

Instuitional Investor - Houlihan Financial Resource Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Houlihan Financial Resource Group, Ltd.
Portfolio Value $222,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 41,915 $23,447 10.53%
2.
Ishares Trust
 IEF 112,155 $11,728 5.27%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 201,839 $10,219 4.59%
4.
Vanguard Index Fds - MID CAP ETF
 32,913 $8,512 3.82%
5.
Vanguard Bond Index Funds
 BND 98,293 $7,694 3.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)