SIM
Sandia Investment Management Portfolio holdings
AUM
$39M
This Quarter Return
+0.54%
1 Year Return
+10.61%
3 Year Return
+14.94%
5 Year Return
–
10 Year Return
–
AUM
$594M
AUM Growth
–
Cap. Flow
+$594M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
254
New
231
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.75% |
| 2 | Consumer Staples | 0.46% |
| 3 | Technology | 0.45% |
| 4 | Healthcare | 0.24% |
| 5 | Consumer Discretionary | 0.21% |