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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 $144,601,868
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 83,036 $39,546,173 27.34%
2.
Ishares Trust
 IEF 240,648 $18,132,827 12.53%
3.
Ishares Tr
 109,929 $7,733,505 5.34%
4.
Ishares Trust
 IEF 156,016 $6,392,037 4.42%
5.
Vanguard Index Fds
 67,101 $5,954,100 4.11%
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)