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Home > Insider Trading > Total Return Securities Fund

Total Return Securities Fund (SWZ)

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Institutional Investors' Holdings
Filing Period: Filing is Ongoing
No. Name Shares Value % Port
1.
Noble Wealth Management Pbc
 38,882 $221,627 0.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.