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Home > Institutional Investor > Spectrum Asset Management, Inc. (nb) > Profile

Instuitional Investor - Spectrum Asset Management, Inc. (nb)

Fund Profile
Filing Period:
Fund Name: Spectrum Asset Management, Inc. (nb)
Portfolio Value $222,583,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 582,529 $15,186,521 6.82%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 80,718 $14,144,240 6.35%
3.
Schwab Strategic Trust
 FNDF 372,331 $10,376,875 4.66%
4.
Ishares Tr - MSCI USA MIN VOL
 112,435 $9,983,110 4.48%
5.
Ishares Trust
 IAU 151,377 $7,494,676 3.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)