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Home > Institutional Investor > Atlantic Trust, Llc > Profile

Instuitional Investor - Atlantic Trust, Llc

Fund Profile
Filing Period:
Fund Name: Atlantic Trust, Llc
Portfolio Value $449,296,594
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mfc Invesco Qqq Trust Unit Ser 1
 145,887 $68,409,465 15.23%
2.
Ishares Trust
 IEF 506,592 $41,028,895 9.13%
3.
Proshares Trust
 356,011 $31,642,285 7.04%
4.
Microsoft Corp
 MSFT 55,724 $20,918,177 4.66%
5.
Apple Inc.
 AAPL 88,276 $19,608,757 4.36%
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)