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Home > Institutional Investor > Ehrlich Financial Group > Profile

Instuitional Investor - Ehrlich Financial Group

Fund Profile
Filing Period:
Fund Name: Ehrlich Financial Group
Portfolio Value $140,694,543
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 127,161 $12,910,704 9.17%
2.
American Centy Etf Tr - US EQT ETF
 94,032 $9,114,489 6.47%
3.
Blackrock Etf Trust
 137,823 $7,063,422 5.02%
4.
Ishares Trust
 IEF 36,642 $6,994,288 4.97%
5.
J P Morgan Exchange Traded F
 104,933 $6,009,516 4.27%
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)