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Home > Institutional Investor > Select Asset Management & Trust > Profile

Instuitional Investor - Select Asset Management & Trust

Fund Profile
Filing Period:
Fund Name: Select Asset Management & Trust
Portfolio Value $202,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 95,385 $48,338 23.81%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 79,539 $29,976 14.76%
3.
Ishares Trust
 IEF 178,048 $13,416 6.6%
4.
Ishares Trust
 IEF 117,284 $12,696 6.25%
5.
Vanguard Dividend Appreciation
 63,422 $10,807 5.32%
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)