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Home > Institutional Investor > Geller Family Office Services, Llc > Profile

Instuitional Investor - Geller Family Office Services, Llc

Fund Profile
Filing Period:
Fund Name: Geller Family Office Services, Llc
Portfolio Value $1,026,585,285
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 833,962 $364,274,393 35.48%
2.
Spdr S & P 500 Etf Trust
 SPY 279,514 $133,388,338 12.99%
3.
Dbx Etf Tr
 3,361,722 $124,316,478 12.1%
4.
Ishares Trust
 IEF 395,102 $65,290,525 6.35%
5.
Ishares Trust
 IEF 226,664 $45,493,798 4.43%
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)