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Home > Institutional Investor > Steinberg Global Asset Management > Profile

Instuitional Investor - Steinberg Global Asset Management

Fund Profile
Filing Period:
Fund Name: Steinberg Global Asset Management
Portfolio Value $639,261,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 362,553 $21,318,000 3.33%
2.
Sector Spdr Trust
 XLB 280,459 $20,754,000 3.24%
3.
Ishares Trust
 IEF 101,626 $19,248,000 3.01%
4.
Ishares Trust
 IEF 234,883 $18,121,000 2.83%
5.
Ishares Trust
 IEF 324,741 $17,806,000 2.78%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)