Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Ehrlich Financial Group > Profile

Instuitional Investor - Ehrlich Financial Group

Fund Profile
Filing Period:
Fund Name: Ehrlich Financial Group
Portfolio Value $99,742,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 94,080 $7,672,232 7.69%
2.
Ishares Trust
 IEF 98,020 $7,361,298 7.38%
3.
Ishares Trust
 IEF 23,635 $4,109,976 4.12%
4.
Ishares Trust
 IEF 8,060 $3,849,885 3.85%
5.
Ishares Tr
 32,527 $3,521,333 3.53%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)