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 > Regentatlantic Capital Llc > Profile

Instuitional Investor - Regentatlantic Capital Llc

Fund Profile
Filing Period:
Fund Name: Regentatlantic Capital Llc
Portfolio Value $3,343,198,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,139,076 $373,958,000 11.18%
2.
Schwab Strategic Trust
 FNDF 10,974,186 $308,704,000 9.23%
3.
Apple Inc.
 AAPL 966,669 $133,594,000 3.99%
4.
Vanguard Index Fds
 1,498,516 $120,136,000 3.59%
5.
Vanguard Tax-Managed Fds
 3,177,386 $115,530,000 3.45%
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)