We are live on
!
Find out more
SIM
SSI Investment Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
5.8%
This Fund
S&P 500
1 Year Est. Return
+5.8%
AUM
$985M
AUM Growth
-$40.5M
(-4%)
Holding
456
Top Buys
| 1 | +$19.5M | |
| 2 | +$7.99M | |
| 3 | +$5.11M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.56M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$2.56M |
Top Sells
| 1 | +$4.31M | |
| 2 | +$4.06M | |
| 3 | +$3M | |
| 4 |
KEY.PRG
KeyCorp Pfd
KEY.PRG
|
+$2.71M |
| 5 |
RPT.PRD
RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest
RPT.PRD
|
+$1.15M |
Sector Composition
| 1 | Healthcare | 1.63% |
| 2 | Financials | 1.52% |
| 3 | Technology | 1.28% |
| 4 | Industrials | 1.07% |
| 5 | Communication Services | 0.93% |