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
$1.14B
AUM Growth
+$7.6M
(+0.67%)
Holding
278
Top Buys
| 1 | +$6.26M | |
| 2 | +$4.14M | |
| 3 | +$4M | |
| 4 |
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
|
+$3.13M |
| 5 |
SWT
Stanley Black & Decker, Inc.
SWT
|
+$2.9M |
Top Sells
| 1 | +$26.3M | |
| 2 | +$23.2M | |
| 3 | +$22.4M | |
| 4 |
BDXA
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6
BDXA
|
+$14.7M |
| 5 |
SRE.PRA
Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A
SRE.PRA
|
+$10.6M |
Sector Composition
| 1 | Energy | 2.8% |
| 2 | Technology | 0.96% |
| 3 | Healthcare | 0.59% |
| 4 | Financials | 0.54% |
| 5 | Communication Services | 0.43% |