StockDriftsStockDriftsTop 50 Select Asset Management & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | S&P 500 Spiders | 34.18% | 168.3K | $109.4M | +4.55%(+7.33K) | $488.66(+51.26%) | 2026-03-31 | |
| DIA | Dow Diamonds - SPDR Dow Jones | 8.61% | 59.5K | $27.6M | +1.84%(+1.08K) | $345.44(+43.40%) | 2026-03-31 | |
| VIG | Vanguard Dividend Appreciation | 8.37% | 124.6K | $26.8M | +1.60%(+1.97K) | $166.99(+37.37%) | 2026-03-31 | |
| MGV | Vanguard Mega Cap Value | 6.31% | 139.4K | $20.2M | +32.36%(+34.07K) | $114.11(+34.99%) | 2026-03-31 | |
| EME | Emcor Group Inc | 5.25% | 22.8K | $16.8M | +0.00%(+0) | $117.09(+679.82%) | 2026-03-31 | |
| RSP | Rydex S&P Equal Weight | 4.92% | 82.0K | $15.7M | new | $191.74(+5.12%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 3.1% | 133.6K | $9.9M | new | $72.88(+6.02%) | 2026-03-31 | |
| OEF | iShares S&P 100 Index | 2.82% | 28.4K | $9.0M | -0.13%(-36) | $235.56(+56.80%) | 2026-03-31 | |
| AAPL | Apple Computer, Inc. | 2.57% | 32.4K | $8.2M | -5.81%(-2.00K) | $180.07(+66.73%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 2.44% | 13.1K | $7.8M | +454.34%(+10.74K) | $580.75(+16.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.81% |
| Top 20 Holdings Unweighted | +14.97% | +51.98% |
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