SMI
Shelter Mutual Insurance Portfolio holdings
AUM
$431M
This Quarter Return
+8.89%
1 Year Return
+16.38%
3 Year Return
+51.7%
5 Year Return
+97.03%
10 Year Return
+195.44%
AUM
$419M
AUM Growth
+$419M
(+8.9%)
Cap. Flow
-$348K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
36.12%
Holding
58
New
–
Increased
2
Reduced
4
Closed
1
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$1.3M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$673K |
Top Sells
Sector Composition
| 1 | Financials | 16.98% |
| 2 | Industrials | 12.8% |
| 3 | Consumer Staples | 9.94% |
| 4 | Healthcare | 8.48% |
| 5 | Technology | 7.76% |
