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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 $156,291,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,589 $39,384,523 25.2%
2.
Victory Portfolios Ii
 UITB 381,018 $29,556,887 18.91%
3.
Victory Portfolios Ii
 UITB 384,423 $28,589,654 18.29%
4.
Ishares Trust
 IEF 67,776 $9,321,315 5.96%
5.
Vanguard World Fund
 VGT 69,066 $8,254,853 5.28%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.