SIM
Sandia Investment Management Portfolio holdings
AUM
$39M
1-Year Return
10.61%
This Quarter Return
+0.33%
1 Year Return
+10.61%
3 Year Return
+14.94%
5 Year Return
–
10 Year Return
–
AUM
$326M
AUM Growth
-$216M
(-40%)
Cap. Flow
-$221M
Cap. Flow
% of AUM
-67.78%
Top 10 Holdings %
Top 10 Hldgs %
40.38%
Holding
308
New
94
Increased
15
Reduced
39
Closed
101
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 49.5% |
| 2 | Industrials | 7.52% |
| 3 | Technology | 6.97% |
| 4 | Healthcare | 6.82% |
| 5 | Materials | 3.53% |