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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 $258,012
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 110,126 $64,543 25.01%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 58,929 $25,074 9.71%
3.
Vanguard Dividend Appreciation
 120,302 $23,559 9.13%
4.
Ishares Trust
 IEF 69,849 $20,176 7.81%
5.
Vanguard Whitehall Funds
 135,106 $17,238 6.68%
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)