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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 $137,190,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 118,441 $10,994,872 8.01%
2.
Ishares Trust
 IEF 42,246 $8,051,333 5.87%
3.
American Centy Etf Tr - US EQT ETF
 76,118 $7,031,806 5.13%
4.
Blackrock Etf Trust
 141,702 $6,909,388 5.04%
5.
J P Morgan Exchange Traded F
 112,553 $6,355,876 4.63%
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)