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Home > Institutional Investor > Huber Financial Advisors, Llc > Profile

Instuitional Investor - Huber Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Huber Financial Advisors, Llc
Portfolio Value $266,967,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Charlotte Fds - INTL BD IDX ETF
 822,462 $46,272,000 17.33%
2.
Wisdomtree Tr
 1,081,334 $42,075,000 15.76%
3.
Ishares Trust
 VLUE 392,510 $41,795,000 15.65%
4.
First Tr Exchange-Traded Fd
 771,430 $13,724,000 5.14%
5.
Watford Holdings Ltd.
 WTRE 557,723 $12,454,000 4.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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