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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 $241,206
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 41,658 $26,024 10.79%
2.
Ishares Trust
 IEF 107,823 $11,834 4.91%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 202,281 $10,248 4.25%
4.
Vanguard Index Fds - MID CAP ETF
 32,422 $9,164 3.8%
5.
Microsoft Corp
 MSFT 16,891 $8,606 3.57%
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)