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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 $291,937
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 143,172 $88,459 30.3%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 57,717 $25,433 8.71%
3.
Vanguard Dividend Appreciation - ETF
 121,513 $24,870 8.52%
4.
Vanguard Whitehall Funds
 135,731 $18,094 6.2%
5.
Ishares Trust
 VLUE 173,959 $15,550 5.33%
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)