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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 $462,706,627
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 140,142 $71,644,633 15.48%
2.
Ishares Trust
 IEF 483,026 $43,279,093 9.35%
3.
Proshares Trust
 355,970 $38,530,226 8.32%
4.
Microsoft Corp
 MSFT 56,318 $23,738,169 5.13%
5.
Apple Inc.
 AAPL 88,372 $22,130,150 4.78%
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)