SMI

Shelter Mutual Insurance Portfolio holdings

AUM $446M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
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 +$9.3M
2 +$7.67M
3 +$3.73M
4
MBB icon
iShares MBS ETF
MBB
+$1.95M

Top Sells

1 +$5.24M

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