SMI

Shelter Mutual Insurance Portfolio holdings

AUM $448M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.51M
2 +$7.83M
3 +$3.9M
4
MBB icon
iShares MBS ETF
MBB
+$1.97M

Top Sells

1 +$4.59M

Sector Composition

1 Financials 17.33%
2 Consumer Staples 16.63%
3 Industrials 15.84%
4 Healthcare 12.39%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$888K 0.25%
3,474
52
$253K 0.07%
18,092