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Home > Institutional Investor > Secure Asset Management, Llc > Profile

Instuitional Investor - Secure Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Secure Asset Management, Llc
Portfolio Value $372,092,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 99,055 $43,267,086 11.62%
2.
Apple Inc.
 AAPL 213,873 $41,176,904 11.06%
3.
Sector Spdr Trust
 XLB 67,562 $13,004,269 3.49%
4.
Ishares Trust
 IEF 26,066 $12,449,801 3.34%
5.
First Tr Exchange-Traded Fd
 434,708 $10,980,733 2.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)