SIM
SSI Investment Management Portfolio holdings
AUM
$1.47B
1-Year Est. Return
5.42%
This Fund
S&P 500
1 Year Est. Return
+5.42%
AUM
$1.06B
AUM Growth
+$74.8M
(+7.6%)
Holding
414
Top Buys
| 1 | +$28.9M | |
| 2 | +$15.2M | |
| 3 | +$14.4M | |
| 4 |
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
|
+$8.58M |
| 5 |
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
|
+$5.52M |
Top Sells
| 1 | +$16.7M | |
| 2 | +$3.79M | |
| 3 | +$3.41M | |
| 4 |
RPT.PRD
RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest
RPT.PRD
|
+$2.71M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.3M |
Sector Composition
| 1 | Healthcare | 0.93% |
| 2 | Financials | 0.87% |
| 3 | Technology | 0.66% |
| 4 | Communication Services | 0.45% |
| 5 | Industrials | 0.43% |