SIM
SSI Investment Management Portfolio holdings
AUM
$1.47B
1-Year Est. Return
4.61%
1 Year Est. Return
+4.61%
AUM
$1.47B
AUM Growth
+$48.2M
(+3.4%)
Holding
272
Top Buys
| 1 | +$7.31M | |
| 2 | +$4.83M | |
| 3 | +$4.58M | |
| 4 |
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
|
+$3.65M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$2.72M |
Top Sells
| 1 | +$7.65M | |
| 2 | +$4.63M | |
| 3 | +$3.79M | |
| 4 |
iShares US Technology ETF
IYW
|
+$2.68M |
| 5 |
iShares MSCI India ETF
INDA
|
+$2.46M |
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Communication Services | 0.27% |
| 3 | Financials | 0.26% |
| 4 | Consumer Discretionary | 0.21% |
| 5 | Healthcare | 0.13% |
