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 > Ehrlich Financial Group > Profile

Instuitional Investor - Ehrlich Financial Group

Fund Profile
Filing Period:
Fund Name: Ehrlich Financial Group
Portfolio Value $154,363,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 97,596 $10,745,323 6.96%
2.
Ishares Trust
 IEF 41,534 $8,116,557 5.26%
3.
Blackrock Etf Trust
 146,627 $7,985,309 5.17%
4.
J P Morgan Exchange Traded F
 116,510 $6,996,405 4.53%
5.
American Centy Etf Tr - US EQT ETF
 61,155 $6,165,670 3.99%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)