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Home > Institutional Investor > Spotlight Asset Group, Inc. > Profile

Instuitional Investor - Spotlight Asset Group, Inc.

Fund Profile
Filing Period:
Fund Name: Spotlight Asset Group, Inc.
Portfolio Value $110,249,722
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,038 $11,306,366 10.25%
2.
Ishares Trust
 IEF 20,247 $8,694,669 7.88%
3.
Aptus Collared Investment Opportunity Etf
 258,603 $7,869,289 7.13%
4.
Ishares Trust
 IEF 65,209 $6,132,254 5.56%
5.
Meta Platforms Inc.
 META 18,268 $5,484,236 4.97%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)