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Home > Institutional Investor > Atlantic Family Wealth, Llc > Profile

Instuitional Investor - Atlantic Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Atlantic Family Wealth, Llc
Portfolio Value $108,742,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,412 $28,326,840 26.05%
2.
Victory Portfolios Ii
 359,068 $24,592,438 22.62%
3.
Victory Portfolios Ii
 370,569 $24,316,799 22.36%
4.
Ishares Trust
 IEF 63,208 $5,867,625 5.4%
5.
Vanguard World Fund
 6,797 $3,686,798 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)