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
$723M
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$121M
2 +$35.9M
3 +$33.5M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$28.8M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$231M 31.9%
7,579,512
+1,180,628
2
$188M 25.96%
1,975,903
+303,217
3
$184M 25.4%
1,632,842
+297,767
4
$121M 16.73%
+2,192,781