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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 $3,814,929,332
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 5,797,378 $473,819,506 12.42%
2.
Ishares Trust
 IEF 6,249,246 $364,643,545 9.56%
3.
Ishares Trust
 IEF 2,542,030 $310,152,352 8.13%
4.
Spdr Series Trust
 5,336,965 $273,145,725 7.16%
5.
Spdr S & P 500 Etf Trust
 SPY 457,699 $256,800,315 6.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)