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Home > Institutional Investor > Allie Family Office Llc > Profile

Instuitional Investor - Allie Family Office Llc

Fund Profile
Filing Period:
Fund Name: Allie Family Office Llc
Portfolio Value $269,253,820
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 207,400 $51,636,566 19.18%
2.
Ishares Trust
 HYG 309,203 $32,126,115 11.93%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 27,890 $19,156,226 7.11%
4.
Spdr Gold Trust
 GLD 717,179 $9,818,941 3.65%
5.
Ishares Trust
 IEF 141,232 $9,654,242 3.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.