ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC runs ATLANTIC FAMILY WEALTH, LLC and currently holds 59 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $138.43M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ATLANTIC FAMILY WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ATLANTIC FAMILY WEALTH, LLC's portfolio at ATLANTIC FAMILY WEALTH, LLC has delivered returns of +12.65%. Their 3-year annualized return is +11.10%. Looking at the 5-year horizon, ATLANTIC FAMILY WEALTH, LLC has achieved +11.10% annualized returns at ATLANTIC FAMILY WEALTH, LLC.
Portfolio Value
$138.43M
Alpha Score
10.4
#0 of 1000
Holdings
59
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|