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
This Quarter Est. Return
1 Year Est. Return
+5.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$2.23M
3
+$1.59M
4
AMT.PRB
American Tower Corporation
AMT.PRB
+$1.38M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.29M

Top Sells

1
+$1.92M
2
+$1.34M
3
+$290K
4
DCUD
Dominion Energy, Inc 2016 Series A Corporate Units
DCUD
+$246K
5
DD
Du Pont De Nemours E I
DD
+$243K

Sector Composition

1 Financials 0.86%
2 Healthcare 0.63%
3 Technology 0.59%
4 Communication Services 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.04%
3,613
+278
77
$510K 0.04%
2,744
+176
78
$503K 0.04%
2,222
-16
79
$503K 0.04%
8,283
+1,055
80
$483K 0.04%
8,083
-49
81
$480K 0.04%
4,297
-31
82
$478K 0.04%
4,067
-42
83
$476K 0.04%
4,502
+680
84
$468K 0.04%
7,342
-45
85
$466K 0.04%
2,505
-20
86
$446K 0.04%
1,756
+219
87
$437K 0.04%
11,271
+1,944
88
$429K 0.04%
23,190
-140
89
$423K 0.04%
2,064
-13
90
$423K 0.04%
22,522
-128
91
$414K 0.04%
4,870
-425
92
$402K 0.03%
3,465
-22
93
$399K 0.03%
7,676
-249
94
$374K 0.03%
5,450
-33
95
$368K 0.03%
3,316
+584
96
$351K 0.03%
3,944
-24
97
$350K 0.03%
6,553
-49
98
$346K 0.03%
2,214
-14
99
$344K 0.03%
1,816
-12
100
$337K 0.03%
4,328
+290
2 3
4
5 6