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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 $765,016,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 163,527 $120,421,003 15.74%
2.
Ishares Trust
 IEF 734,041 $85,897,466 11.23%
3.
Proshares Trust
 TQQQ 772,566 $74,753,487 9.77%
4.
Ishares Trust
 IEF 275,194 $34,170,862 4.47%
5.
Apple Inc.
 AAPL 109,097 $31,568,171 4.13%
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.