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Home > Institutional Investor > Lake Hills Wealth Management, Llc > Profile

Instuitional Investor - Lake Hills Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lake Hills Wealth Management, Llc
Portfolio Value $99,972,876
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 190,476 $15,626,651 15.63%
2.
Invesco Exch Traded Fd Tr Ii
 120,816 $7,570,331 7.57%
3.
Alps Etf Trust
 173,317 $7,369,439 7.37%
4.
Ishares Tr
 62,854 $6,196,776 6.19%
5.
Spdr Gold Trust
 GLD 30,495 $5,829,729 5.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)