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Holdings (Monthly) Guide ↗

Advisors Capital Tactical Fixed Income Fund

· Neiman Funds
Monthly Holdings $196M AUM 10 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF 78468R606 Mar 2026 1,665,200 $38.8M 19.91% EC
2 iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF 464289511 Mar 2026 533,000 $26.5M 13.56% EC
3 iShares Trust - iShares iBonds Dec. 2031 Term Corporate ETF 46436E486 Mar 2026 1,161,600 $24.3M 12.46% EC
4 iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 464288638 Mar 2026 366,900 $19.5M 10.01% EC
5 iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF 464288620 Mar 2026 379,900 $19.5M 9.98% EC
6 Vanguard Scottsdale Funds 92206C870 Mar 2026 233,500 $19.3M 9.91% EC
7 Invesco Variable Rate Preferred ETF 46138G870 Mar 2026 805,300 $19.3M 9.90% EC
8 iShares Trust - iShares iBonds Dec. 2029 Term Corporate ETF 46436E205 Mar 2026 623,000 $14.5M 7.43% EC
9 iShares Trust - iShares iBonds Dec. 2030 Term Corporated ETF 46436E726 Mar 2026 442,600 $9.7M 4.97% EC
10 Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class 38141W273 Mar 2026 3,371,242 $3.4M 1.73% STIV