SIRP
Shelter Insurance Retirement Plan Portfolio holdings
AUM
$85.4M
This Quarter Return
+10.72%
1 Year Return
+15.05%
3 Year Return
+55.56%
5 Year Return
+58.71%
10 Year Return
+117.25%
AUM
$85.4M
AUM Growth
+$85.4M
(+11%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
1 | Consumer Discretionary | 5.12% |
2 | Industrials | 1.86% |
3 | Financials | 1.4% |
4 | Consumer Staples | 1.01% |