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Home > Institutional Investor > Ehrlich Financial Group > Profile

Instuitional Investor - Ehrlich Financial Group

Fund Profile
Filing Period:
Fund Name: Ehrlich Financial Group
Portfolio Value $99,742,701
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 94,080 $7,672,232 7.69%
2.
Ishares Trust
 IEF 98,020 $7,361,298 7.38%
3.
Ishares Trust
 IEF 23,635 $4,109,976 4.12%
4.
Ishares Trust
 IEF 8,060 $3,849,885 3.85%
5.
Ishares Tr
 32,527 $3,521,333 3.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)