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Home > Institutional Investor > Alti Global, Inc. > Profile

Instuitional Investor - Alti Global, Inc.

Fund Profile
Filing Period:
Fund Name: Alti Global, Inc.
Portfolio Value $3,986,096,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 5,858,977 $523,751,050 13.14%
2.
Ishares Trust
 IEF 2,645,927 $357,309,838 8.96%
3.
Spdr S & P 500 Etf Trust
 SPY 538,539 $336,106,164 8.43%
4.
Spdr Series Trust
 3,702,113 $201,320,764 5.05%
5.
Ishares Trust
 IEF 2,617,211 $162,445,791 4.08%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)