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Home > Institutional Investor > Atlanta Financial Associates Llc V > Profile

Instuitional Investor - Atlanta Financial Associates Llc V

Fund Profile
Filing Period:
Fund Name: Atlanta Financial Associates Llc V
Portfolio Value $213,711,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,183,774 $66,327,000 31.03%
2.
Ishares Trust
 IEF 97,263 $36,512,000 17.08%
3.
Schwab Strategic Trust
 FNDF 451,483 $30,782,000 14.4%
4.
Vanguard Scottsdale Funds
 315,686 $19,446,000 9.09%
5.
Schwab Strategic Trust
 FNDF 79,697 $7,248,000 3.39%
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)