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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 $225,856,849
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 438,378 $30,730,268 13.6%
2.
Schwab Strategic Trust
 FNDF 181,008 $15,020,778 6.65%
3.
Ishares Tr
 120,336 $12,625,654 5.59%
4.
Ishares Trust
 IAU 244,525 $9,543,811 4.22%
5.
Ishares Tr
 105,412 $8,225,300 3.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)