Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Atlas Legacy Advisors, Llc > Profile

Instuitional Investor - Atlas Legacy Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Atlas Legacy Advisors, Llc
Portfolio Value $677,545,809
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 246,172 $61,826,566 9.13%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 63,587 $43,666,958 6.44%
3.
Ishares Trust
 IEF 53,317 $39,885,328 5.89%
4.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 89,343 $27,068,249 4%
5.
Ishares Trust
 IEF 387,507 $26,509,354 3.91%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.