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Home > Institutional Investor > Heritage Family Offices, Llp > Profile

Instuitional Investor - Heritage Family Offices, Llp

Fund Profile
Filing Period:
Fund Name: Heritage Family Offices, Llp
Portfolio Value $200,399,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds
 446,891 $17,147,198 8.55%
2.
Ishares Tr - RUSEL 2500 ETF
 190,565 $12,958,386 6.46%
3.
Ishares Trust
 IEF 137,025 $10,360,463 5.16%
4.
Ishares Tr
 256,955 $9,453,370 4.71%
5.
Ishares Trust
 IEF 12,772 $7,518,791 3.75%
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)