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Home > Institutional Investor > Atlantic Trust, Llc > Profile

Instuitional Investor - Atlantic Trust, Llc

Fund Profile
Filing Period:
Fund Name: Atlantic Trust, Llc
Portfolio Value $365,725,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 137,247 $56,205,419 15.36%
2.
Ishares Trust
 IEF 509,308 $34,541,283 9.44%
3.
Proshares Trust
 364,868 $27,729,985 7.58%
4.
Microsoft Corp
 MSFT 55,205 $20,759,130 5.67%
5.
Apple Inc.
 AAPL 74,527 $14,348,590 3.92%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)