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Home > Institutional Investor > Atlanta Consulting Group Advisors, Llc > Profile

Instuitional Investor - Atlanta Consulting Group Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Atlanta Consulting Group Advisors, Llc
Portfolio Value $441,567,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 82,268 $56,348,532 12.76%
2.
Ishares Trust
 IEF 419,185 $50,377,713 11.41%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 218,789 $41,911,243 9.49%
4.
Alliance Resource Partners Lp
 ARLP 1,161,240 $26,975,605 6.11%
5.
Ishares Trust
 IEF 303,810 $20,051,470 4.54%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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