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Home > Institutional Investor > Thomas J. Herzfeld Advisors, Inc. > Profile

Instuitional Investor - Thomas J. Herzfeld Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Thomas J. Herzfeld Advisors, Inc.
Portfolio Value $291,714,271
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Dynamic Income Strategy Fund
 PDX 1,569,891 $39,137,383 13.42%
2.
Highland Income Fund
 HFRO 2,796,339 $17,756,752 6.09%
3.
Saba Capital Income & Opportunities Fund Ii
 SABA 1,787,446 $16,301,508 5.59%
4.
Herzfeld Credit Income Fund Inc
 HERZ 6,100,753 $14,519,793 4.98%
5.
Pgim Etf Tr - AAA CLO ETF
 205,593 $10,588,040 3.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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