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 > Institutional & Family Asset Management, Llc > Profile

Instuitional Investor - Institutional & Family Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Institutional & Family Asset Management, Llc
Portfolio Value $654,356,788
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 623,967 $45,324,988 6.93%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 85,340 $42,680,981 6.52%
3.
Listed Fd Tr
 1,544,456 $38,488,620 5.88%
4.
Spdr S & P 500 Etf Trust
 SPY 64,228 $34,953,901 5.34%
5.
Vanguard Whitehall Funds
 190,211 $22,559,078 3.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.