Spectrum Asset Management, Inc. (nb/ca)
CIK Number: 0001632078
225.05M
Market Value
93
# of Holdings
15 months
Avg. Holding Period
35.85%
Win Rate
8.74%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab U.S. Lar... | 25.80 | +0.02% | 582.53K | +193.97% | 15.19M | 20.31 | 6.82% |
| 2 | RSP | Invesco S&P 500... | 169.00 | -0.08% | 80.72K | +20.63% | 14.14M | 164.74 | 6.35% |
| 3 | SCHG | Schwab U.S. Lar... | 25.72 | +1.18% | 372.33K | +301.82% | 10.38M | 14.45 | 4.66% |
| 4 | USMV | iShares MSCI US... | 91.98 | -0.61% | 112.44K | -5.16% | 9.98M | 77.78 | 4.49% |
| 5 | IAU | iShares Gold Tr... | 60.90 | -2.05% | 151.38K | -39.38% | 7.49M | 36.74 | 3.37% |
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