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Home > Institutional Investor > Alti Global, Inc. > Profile

Instuitional Investor - Alti Global, Inc.

Fund Profile
Filing Period:
Fund Name: Alti Global, Inc.
Portfolio Value $4,143,681,486
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 7,363,173 $556,777,421 13.43%
2.
Ishares Trust
 IEF 6,639,763 $415,108,603 10.01%
3.
Ishares Trust
 IEF 2,426,013 $312,039,335 7.53%
4.
Spdr Series Trust
 5,390,397 $294,800,838 7.11%
5.
Spdr S & P 500 Etf Trust
 SPY 453,840 $269,717,983 6.5%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)