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Home > Institutional Investor > Atlanta Consulting Group Advisors, Llc > Profile

Instuitional Investor - Atlanta Consulting Group Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Atlanta Consulting Group Advisors, Llc
Portfolio Value $408,677,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 79,104 $52,944,027 12.95%
2.
Ishares Trust
 IEF 410,440 $48,772,627 11.93%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 218,466 $41,442,908 10.14%
4.
Alliance Resource Partners Lp
 ARLP 1,161,240 $29,361,953 7.18%
5.
Ishares Trust
 IEF 290,228 $18,940,295 4.63%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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