SIM

Scottrade Investment Management Portfolio holdings

AUM $1.84B
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$109M
3
+$99.3M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 39.07%
+4,611,896
2
$109M 31.86%
+1,229,840
3
$99.3M 29.06%
+919,454